Insider Stocks · For members
An entry from my investing journal, for members.
In my weekly newsletter the 3-Bullet Sunday on 20 July, I wrote: "Don't let daily narratives drive your thinking. The real work happens over quarters and years, not parsing sentiment from each earnings call. Q2 will be particularly interesting. The Liberation Day chaos in April-May left many businesses in limbo, and I expect some companies […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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