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Onveston Global Research

Researching hidden niche champions from Europe, Canada, Japan and the U.S. get get little to no attention from analysts.

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Latest Issues

Subscriber Letter #17: When to (Never) Sell a Stock

Two questions decide most of an investor’s lifetime returns, and almost everyone gets both of them wrong.

Two questions decide most of an investor’s lifetime returns, and almost everyone gets both of them wrong. The first is how to find a...

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Subscriber Letter #16: I'm Buying a New Stock

10 elite stocks are already in the portfolio. I'm adding the 11th.

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Subscriber Letter #15: Stocks and Inflation

Why "Stocks are an inflation hedge" is a half-truth.

One of the most common pieces of investing advice is that stocks protect you from inflation. The reasoning is straightforward. A stock is a share in a real business that owns real things...

24 days ago
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Subscriber Letter #14: The Markowitz Model

The Only Free Lunch: What Harry Markowitz's Portfolio Selection Means for Your Money

In 1952, a 25-year-old University of Chicago graduate student published a 14-page paper in the Journal of Finance with the unassuming title “Portfolio Sel...

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Subscriber Letter #13: An Industrial Cash Cow

Another business hiding in plain sight

Here are the facts about today’s stock:

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  • Onveston Global Research

    Stock research for people who'd rather be rich than entertained. Analyzing elite businesses from the U.S., Canada, Europe & Japan

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