4 Comments
Oct 20, 2023Liked by Vince Martin

This series is a good read. Would be cool to cover other stock picking / analysis fundamental concepts

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thanks! our plan is precisely to cover those concepts. we're still in the early stages, so we're still working through exactly *how* we're going to do that

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Nov 1, 2023Liked by Vince Martin

Maybe something on Macro if possible given the current investing climate? i.e. how do you assess the current macro environment for investing? Is it a good time to pick up cheap stocks? Has the market bottomed out? What metrics does one follow or need to look at to get a sense for this? PMI? Yield curves?

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that's a great suggestion, thanks. For what it's worth, I personally do think there are buying opportunities out there - though I'm not convinced the market has bottomed. We'll try and think through a way to tackle that topic more broadly.

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