I'm Back!!

It's time to start writing again

My dear and esteemed readers, it has been too long since I last wrote a post. I have no good reasons why I stopped writing. (Although a death in the family did take the wind out of my sails.)

But that is going to change.

My hiatus ends now.

My purpose for starting this newsletter is to provide educational content on valuation, stock research , financial research, financial planning, and various other finance related topics I think you may find interesting.

My plan is to still provide that content.

As we get started, my priorities will be to post content on individual stocks that I find worthwhile & I hope you do too.

The benefit to you, is that I use a unique framework to analyze companies that I believe many analysts & investors miss, mainly understanding a company’s true compounding power. It’s not complicated, but it’s insightful.

The content will be short-form or long-form content - either through notes or posts. And the frequency will be: when something piques my interest. That means you may get 10 emails a month, or 1 email a month, but it will be at least monthly.

I will not only write about companies but also provide real education on how I calculate key metrics to better assess a company. This saves you time by discarding non-compounders & removing a lot of the noise in equity research.

I greatly wish for you to engage with the content, provide feedback and opinions. This works best if we all learn in the process.

I invite you to continue to subscribe & share my newsletter with others that may find it worthwhile.

Let’s enjoy this adventure together!

Sincerely,

Charlie