Archive - Capitalist Letters

ASML: Undervalued Giant?

This may be your chance to invest in a company that holds a monopoly position in an industry that is indispensable for cutting edge chip manufacturing.

Oct 20 •

#5 Investing 101: Create The Perfect Portfolio In 4 Simple Steps🏆

A portfolio is not a compilation of your best ideas, this is why most people get disappointing portfolio results. Portfolio has a specific goal and…

Oct 16 •

Dave: Next Big Fintech?

There are three core properties that differentiate Dave from other fintechs: It's solving a narrowly defined problem, it's profitable and it's fairly…

Oct 13 •

#4 Investing 101: Where To Find Exceptional Businesses?

Exceptional businesses come in all shapes and forms. Still, there are some industries that are more conducive to exceptional businesses.

Oct 9 •

Gen Korean Restaurants: 10x Opportunity?

This fast growing restaurant chain can be the next big restaurant stock.

Oct 6 •

#3 Investing 101: Business Valuation And Apple Case Study

Valuation is the hardest or the simplest part of investing. It all depends on your qualitative judgment.

Oct 2 •

September 2024

This Is Our Outperforming Portfolio!

Our portfolio outperforms the market by a margin. Stocks and ideas here will help you outperform too!

Sep 29 •

#2 Investing 101: How To Think About Fair Value?

If I were to pick only two central concepts in investing, they would be fair value and margin of safety. Understanding fair value will help you avoid…

Sep 25 •

TAV Airports: 3x In The Next 5 Years? 🛫

TAV is surrounded by a giant moat: It's a local monopoly that is poised to thrive and squeeze cash out of its operations for the next 2 decades. What's…

Sep 22 •

#1 Investing 101: Market Dynamics And Cycles

There is an unseen barrier of questions and suspicion standing between people and investing success. You will never have those suspicions again.

Sep 21 •

8 Key Takeaways From Powell's Press Conference-And A Commentary

We got a bigger than expected rate cut. What does that mean?

Sep 19 •

How Can You Benefit From The Interest Rate Cuts?

We are reaching a turning point in this credit cycle. Small businesses and individuals had hard time to access credit in the last two years. This is…

Sep 17 •

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