Insider Stocks · For members
An entry from my investing journal, for members.
We are in a weird moment in the stock market. The S&P 500 is just 1% away from its all-time highs. But pockets of quality businesses are getting absolutely decimated, despite having reported great earnings. There are three reasons for this drawdown. First, valuations were stretched. Many of these businesses, especially SaaS companies, were highly […]
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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