The Valley Investor
The Valley InvestorClarity and conviction for long-term investors — deep dives, timeless ideas, and investing thesis on standout businesses.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | thevalleyinvestor.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is Google’s Moat Cracking Under AI Pressure?
For over two decades, Google has been the undisputed gatekeeper of the internet. Search dominance fueled its empire, advertising dollars flowed endlessly, and its control over platforms like Chrome, Android, and YouTube made it an unshakabl...
Missing a few days in market can cost you everything
One of the strangest things about the stock market is how unevenly returns are distributed. The long-term trend might look steady on a chart, but almost all the actual gains happen in short, unpredictable bursts. Miss those bursts, and you ...
Meta Platforms (META): Still Compounding, Still Dominant
Today we’ll cover Meta — a phenomenal business and, over the past two years, an even more phenomenal stock generating 6x returns! Disclaimer: I own Meta stock and it is one of the top 5 holdings in my portfolio.
Are we heading into another lost decade?
In my last post, I argued that periods of fear during market corrections are often exaggerated and that markets generally recover over time. This sparked a lot of discussion, with valid concerns that this time might actually be different. I...
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