Why subscribe?
I write investment ideas. My ideas fall into two large camps.
Deep value ideas. Companies which the market has discounted for dead but aren’t really truly dead. I’ve invested in shipping, natural gas, and oil companies. These are companies I’ll frequently sell once they hit a threshold or if I get the idea/thesis/macro wrong. Holding Period: 2 years maximum.
Growth & Quality companies with a long history of proven returns on invested capital whenever the prices make sense or when there is significant opportunity. Holding Period: Until the company mucks it up.
My ideas are free. I don’t quite wish to erect a paywall because I’ve only been here for slightly under 2 years. This might change 2-3 years from now depending on my track record.
As of 31st Aug 2020, I’m up a modest 20% despite not being vested in the SPY or Crypto bull markets.
Stay up-to-date
You won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.
Join the crew
Be part of a community of people who share your interests.
To find out more about the company that provides the tech for this newsletter, visit Substack.com.
