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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