Deeper 1:1 Stock Research & Investing Consulting

1:1 Stock Research & Investing Consulting

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

What we'll cover:

1. Deep discussion of specific stocks you're interested in, could be companies I've covered on Global Equity Briefing, 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.

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.