Q3 2023 Update
Before I delve into the discussion about my watchlist and performance, I want to thank you for reading my content.
I’m doing my best to continue to write on this website and provide you with high quality content.
Over the last quarter, I’ve published the following company analysis:
Dedicating time each week to delve into various companies has been a continuous learning journey.
By casting a wide net and systematically evaluating a company with my criteria every single week, my aim is to not only to find high quality investments but to increase my knowledge about business.
The paramount goal of this site, however, is to ensure that you, the reader, find the content informative.
Beyond the company analysis, I also hope that you enjoy the the transparent disclosure of my portfolio. This is no simulated exercise—this is a real money portfolio.
In tandem with the company analysis and portfolio transparency, I also hope you’re enjoying listening to my podcast as much as I enjoy recording them. I love engaging in conversations with fellow investors and I hope you’re enjoying them, as well. Each interview not only adds to my own knowledge but also provides an opportunity to share diverse perspectives with a wider audience.
The podcast is captured here. I have been releasing weekly episodes. You can listen via the web on this page or on the Substack app.
Episodes are exclusive behind the paywall on this Substack page for two weeks before making their way onto broader platforms like Apple and Spotify. If you prefer tuning in on these platforms, here are some of the direct links for your convenience:
I extend my sincere gratitude for your interest in my work. This website is more than just a project; it's a labor of love. I have a day job and I work on all of this on the weekends, nights, and mornings. I wouldn’t do that if I didn’t absolutely love it. I genuinely hope that you're finding substantial value in the content shared here.
Thank you for being part of this journey with me.
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