Weekly Brief #56
The streak has been broken.
Hey investors 👋,
After 55 weeks of consistently posting a Weekly Brief every Friday, I’ve sadly broken that streak this week. Yesterday, as I was writing the featured story for this week (Amazon Nova), I had a terrible headache. Digging into it more, I’m starting to believe it was a migraine. Two Tylenols and three glasses of water did not stop it from destroying my focus, and I could not finish the post. Since time is my (and all of our) most valuable asset, and health is the beneficiary of time, my health is worth infinitely more than everything else life brings.
Hence, no post.
Removing the philosophical explanation, this is a one-time occurrence that most likely stemmed from the flu-like sickness I had a couple weeks back. Which is why the past couple weeks have been oddly inconsistent (a con of being a one-man business). But it’s worth mentioning that this minor inconsistency is not a consistence. Posts will resume herein, as per usual. You can trust me on that.
Now, for some good news: we had 32 new folks subscribe to this newsletter in the past week, meaning we’ve reached 569 total subscribers. (Most of who are Canadian, so a warm holiday welcome to you all and my fellow Canucks!) For everyone’s benefit, including for those who just subscribed, here’s my post schedule over the next two weeks on all platforms (not including non-scheduled posts on Blossom Social (my main platforms are this newsletter and Blossom):
Tue Dec 10, 2024 - Deep Dive issue (free biweekly newsletter post), If I were Prime Minister of Canada: an optimist’s view on what’s wrong with Canada, and how to fix it (politcally-unbiased write-up).
Wed Dec 11, 2024 - Morningstar post (weekly post every Wednesday on Blossom Social).
Fri Dec 13, 2024 - Weekly Brief issue (free weekly newsletter post).
Tue Dec 17, 2024 - Stock Analysis issue (paid biweekly newsletter post), [One of the stocks in this list] (You can add ideas to the list anytime and I’ll see it!)
Simple way to remember it:
1 deep dive issue every 2nd and 4th Wednesday of the month.
Every 1st and 3rd Wednesday of the month, the deep dive is replaced with 1 paid (paywalled) detailed stock analysis write-up.
1 Morningstar post every Wednesday on Blossom.
1 market recap each Friday.
I’m writing this issue on a whim (it’s currently 12:56 AM EST on Dec 6 as I’m finishing), but hopefully everything is understandable, with minimal grammatical, spelling, or flow mistakes. Feel free to archive this email, or screenshot the schedule above if it helps.
Thank you all. Happy Holidays!
All the best,
Jacob
All my links here.
Posts to read in the meantime
Analysis on Brookfield, a stock expected to return 20%+ annually over the next 5 years (paid issue, but free for all subscribers via the Substack app as an early Christmas present). This is now my most popular newsletter post within 2 days (🤯):
Last week’s Weekly Brief, with a featured story covering U.S. President-elect Donald Trump’s threatened 25% tariff against Canada:
