
An Investing Collective: Actionable Ideas, Company Analysis, Introspection, and Constant Curiosity
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 4 years ago | Last Issue | a year ago |
| Active | |||||

Looking for a runway
I wanted to find a company for December that embodied a few characteristics: 1) A good probability of growth in the future and 2) not a horrendous price.
I have published a new stock pick every month thus far in 2024.
The act of charging for the picks gave me enough incentive to stick to the schedule and put my ass in the seat to come up with an idea ~every 4 weeks, which was exactly the g...
Averaging up after continued execution
I am trying to get better at buying more of companies that have continued to execute. Most of the time this means I have to pay more for shares than I was anchored to, another inner battle.
Long runway for capital deployment at attractive rates in a high barrier to entry industry
I am going to get right to the point with this month’s pick. Why?
A simple business in a not so easy industry averaging >20% ROCE, with no debt, a shrinking share count, and trades for ~10x Pre-Tax. What else do you need to take a small bite?
While preparing for last month’s post, I wrote down two names...
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The writers behind this newsletter.
Seeking Durable Investments and Sharing What I Learn
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