Onveston Global Research
Researching hidden niche champions from Europe, Canada, Japan and the U.S. get get little to no attention from analysts.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 119 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
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onveston.substack.comLatest Issues
Subscriber Letter #11: The Negative Cash Conversion Cycle
How to calculate the cash conversion cycle and why a negative cash conversion cycle is a good indicator for investors
We’re trained to think profit equals survival. It doesn’t. Plenty of profitable companies have run straight off a cliff,...
Subscriber Letter #10: An Elite Business Few Pay Attention To
Sometimes we don't see the forest for the trees
Here are the facts about today’s stock:
Subscriber Letter #9: A Stealth Compounder
Update from a growing food producer
The clearest sign of whether we’re in a bull or a bear market isn’t the index level. It’s how many stocks are trading completely untethered from their fundamentals. The more of those you see, the more fr...
Subscriber Letter #8: Good News And Mixed News From Our Stocks
Earnings season and favorable business conditions
“When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact.”
Subscriber Letter #7: Portfolio Update
Notes from the earnings season
Three of our holdings reported earnings last week, and not one of them had to defend a hundred-billion-dollar capex budget to do it.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Onveston Global Research .
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Researching hidden niche champions from Europe, Canada, Japan and the U.S. that get little to no attention from analysts.
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