A New Beginning

What's to come

Hey investor 👋,

For 115 weeks, I’ve been writing on this Substack consistently. Two years, just like that.

From “Weekly Brief,”

to “Friday Filter,”

to “A Brief Discussion”

to “Deep Dive”

to “Stock Analysis.”

Over time I’ve learned what I enjoy isn’t being a curator of news, but writing research and analysis. This, I’ve learned, is what I find most fulfilling. Something that takes time to complete, helps me learn, and that, you, my readers, find valuable.

After dicussing with many of you, this Substack will now exclusively be research and analysis. I will begin two types of research and analysis posts (1-2 weekly depending on the workload):

1. Quality stock research and individual case studies

2. Single-stock analysis

Most heavy detailed research will be paywalled, while some breakdowns and brief research will be free. But that will be occasional.

I will not be posting regular updates of my portfolio, nor will I be writing earnings reviews (in the traditional sense), as these are redundant given my strategy. I’ll instead update the pinned My Portfolio post every quarter for anyone to see my current performance, positions, etc.

If a holding of mine reports extremely volatile earnings, I’ll write a brief thesis analysis on that. Otherwise if it’s business-as-usual, I won’t bother adding thoughts that aren’t needed.

Now that my framework for investing is on the verge of being published as a book (awaiting ISBNs), I imagine this Substack being the place such a framework lives.

This year’s been a lot. My elbow breaking in two and constant physio played a fairly large factor. I’m excited for this change, and while my time’s been constrained these past few months, with physio now ending, I’m ready to get started.

Thanks so much to everyone’s support on the book, paid upgrades, and kind words up until this point.

It’s been quite bumpy, but I’m looking forward.

I hope to see you there.

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All my links.

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