1:1 Stock Research & Investing Consulting

1:1 Stock Research & Investing Consulting

Most retail investors spend just 6 minutes on research before buying a stock.

As a result, they underperform the S&P 500 index by 2-3% per year, losing 50% of their potential portfolio wealth over their lifetime.

Don't be one of them!

Get direct, personal time with me, the writer of Global Equity Briefing Substack.

I run a research-driven investing newsletter with a track record of 273.66% TWR cumulative returns since launch (vs. 149.5% for the S&P 500, early Tesla, and Sofi Investor).

In this 60-minute session, we'll dig into the ideas and questions that matter most to you as an individual investor.

We can cover topics including:

1. Deep discussion of specific stocks you're interested in. Could be companies I've covered on Global Equity Briefing, or could be others.
2. How I approach valuation, competitive positioning, and risk when researching a company.
3. My current thinking on portfolio positioning, watchlist ideas, and market developments.
4. Any specific questions you have about my research, methodology, or past calls.

This session is for: Individual investors who want to go deeper on specific stock ideas or discuss investment research one-on-one with me directly.

How to get the most out of this call:

1. Come prepared with your specific problem/constraint you would like support with.
2. What would make this call a home run for you?

Please note: This session is a discussion of research, ideas, and educational content, it is not personalized financial advice, and nothing discussed should be considered a recommendation to buy or sell any security. All investment decisions remain your own responsibility.