A collection of my writing about looking for a concentrated portfolio of durable businesses with healthy reinvestment engines that I can own for a long time. The goal is to find a few no-brainers and anomalies. If it's not a no-brainer, it's a no.
Blog único sobre inversión y bolsa con contenido sobre análisis y valoración de empresas, software en EXCEL, listados etc
Utilizo mi software de EXCEL para reportar el contenido.
¡Espero que os aporte valor y os ayude en la toma de decisiones !
My Substack will take you through the core values and action the most successful individuals used to get to the top.
Sources include: CEOs, Investors, Businessman, Books, Interviews and more!
QI Research brings both Wall Street and Federal Reserve experience together with a vast network of connections across the finance industry. We triangulate institutional sentiment, what central banks watch, and how monetary policy affects investing.
Weekly business breakdowns delivered by a Silicon Valley senior finance executive. Join investors, visual thinkers, and data-driven professionals. Become a smarter decision-maker in minutes.
Citrini Research provides insight on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
Daily, weekly, and monthly investment research and analysis for individuals from Bill Bonner, Tom Dyson, Dan Denning, and other members of our private research network.
A concise daily companion newsletter for SPX/ES Traders offering a chart, accurate daily levels, actionable trade plan, and insight into the art and science of trading from the perspective of a professional trader.
Welcome to my Research Platform!
Here, I post all my research, valuations, and investments.
I share my personal Portfolio with Live updates and write Investing Pitches and Deep Dives about the best opportunities and companies that interest me.
Financial education, macro insights & actionable investment ideas.
From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.
Global Quality Investing is a publication of my research to find high-quality companies worldwide. This newsletter will take you around the world to find the highest quality compounders with a bias towards smaller companies.
Paid subscribers get access to Jonah's investment portfolio spreadsheet which includes all positions (core holdings, non-core holdings, swing trades, shorts & hedges) plus daily activity in real time, lots of daily notes/commentary and plenty of charts.
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
Our favorite investment ideas along with our views on the economy, monetary policy, and related topics. Subscribers have access to our Brinker Fixed Income Advisor and Marketimer Model Portfolios as well as our List of Recommended No-Load Funds.
