Why subscribe?

Documenting my investing journey and sharing some notes I find interesting along the way! Not an expert, bound to make mistakes in the future but hopefully learn from each one becoming a better investor (and writer) in the long run.

Focused on software companies at large but still include broad market in sector analysis. Always keeping an open mind and staying humble :)

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Quarterly Rotating Newsletter Topics

  • Sector Analysis

  • PnL Trends & Analysis

  • Company Overviews

  • Earnings Recap

  • My Holdings, Performance and What I’ve Learned

  • Updates on Highlighted Companies

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A monthly newsletter focusing on the underlying trends behind today's most interesting public companies

People

Hi I'm Sean! I'm 26 with an engineering background and now seller of SaaS at my day job. I enjoy the world of financial markets and analyzing data behind the most exciting public companies of today!