Insider Stocks · For members
An entry from my investing journal, for members.
Humans are naturally linear thinkers—we expect recent trends to continue indefinitely. So, when the energy drink company Celsius posted 100% annual growth for four consecutive years, investors began dreaming of the next Monster – an energy drink that has generated over 130 times the initial investment for its early backers since 2005. That translates to […]
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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