Sitemap - 2024 - Capitalist Letters

Closing 2024: Our Portfolio Outperforms S&P 500 By 23%, Here Is What We Own!

European Economy Needs A Bourgeois Revolution!

Buying This Boring Monopoly With 5X Potential!

#10 Investing 101: Advanced Valuation

NuBank: Exceptional Growth, Giant Moat, Fair Price!

5 Undervalued Restaurant Stocks To Own Now!

SanLorenzo: Beautiful, Durable, Undervalued!

Hims Will Beat Amazon, Here is Why

Sweet November: Our Portfolio Outperforms S&P 500 By 26%, Here Is What We Own!

#9 Investing 101: When Should You Sell?

Dave: Still A Great Opportunity Or Sell?

#8 Investing 101: What's the right time to buy?

MercadoLibre: Knock Knock, You Are Not Alone Jeff!

#7 Investing 101: How To Think About The PE Ratio?

Buying This Boring Company With 10X Potential!

#6 Investing 101: Businesses To Avoid

Our Portfolio Crushed S&P 500 In October, Here Is How!

SOFI Earnings Review: Amazingly Strong, Still Undervalued!

US Government Wants To Break Up Google, Can It?

10 Undervalued International Stocks You Can Buy Now!

ASML: Undervalued Giant?

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

📖Best Open Resources On Investing!

Dave: Next Big Fintech?

#4 Investing 101: Where To Find Exceptional Businesses?

Gen Korean Restaurants: 10x Opportunity?

#3 Investing 101: Business Valuation And Apple Case Study

This Is Our Outperforming Portfolio!

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

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

#1 Investing 101: Market Dynamics And Cycles

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

How Can You Benefit From The Interest Rate Cuts?

Google: Cracking Monopoly or a Thriving Ecosystem?

Three Cartoons On Markets That Will Make You Smile (And Think)!

Economic Forecasting Is A Loser's Game, Don't Buy It!

I Sold Starbucks, Here is Why...☕

🍕DoorDash: Towards The Market Dominance

I have To Ask You Something!

The Tale of Two Steves📕

ULTA Earnings Review: Undervalued Enough!

You Can Time The Market, But Not Always⏱️

Yes, You Can Beat The Hedge Funds!

Amazon: Investment Thesis & Simple Valuation 📦

AirBnB: Ready to Win the Whole Market!

What To Buy In This Market Pullback?📉

I Am Buying American: American Express 💳

Best Time to Buy: Lessons from Buffett's Investing History

Nike Is Still Not a Buy: Fundamental & Technical Analysis

Amazon: 3x In The Next 10 years?

Google Investment Case: Not Cheap But Exceptional.

TransMedics🫀: 4x in 5 Years?

5 Steps to Create the Best Portfolio 🏆

Palantir: Messi of AI to Triple in Next Decade?

I am Grateful to You!

PayPal: Is It Dying?

ULTA Beauty: Double in 5 Years?

These are the top 3 stocks to buy today

HIMS: Generational Opportunity!

ALAR: A Millionaire Maker?

Nvidia Earnings Review: Room for 20% Upside

Chubb: Why You Shouldn't Follow Buffett?

Alibaba Earnings Review: 20% Undervalued!

Earnings Review: Starbucks, SOFI and PayPal

Berkshire Hathaway Annual Meeting Movie

10 Lessons From 2024 Berkshire Hathaway Annual Shareholder Meeting

META: Buy Now, Hold Forever!

Nvidia: Should You Buy the Dip?

TSMC: Potential for 60% Upside?

Starbucks: Buy Now, Make Easy 40%

How Platform Economy Will Help Robinhood Become a Monopoly?

VICI Properties: Simple, Boring, Consistent

Weekend Read: How to Spot Exceptional Businesses?

SOFI Stock: Buy For Your Financial Freedom

What is the Right Time to Sell: You Will Never Say "Oops, I Sold Too Early" Again

United Health Group (UNH): A Buy-the-Dip Opportunity?

History of Economic Bubbles and Lessons for the Investors Riding the Hype: Dotcom Bubble (Part-2)

Three-Stock-Thursday #1: Boeing, UnitedHealth, Miniso

In a Nutshell #1: AI Bubble, Berkshire's Cash Pile, How to Look at Insider Transactions, Portfolio Update And Much More...

Special Issue: Reflections on Warren Buffett's 2024 Annual Letter to Shareholders

History of Economic Bubbles and Lessons for Investors Riding the Hype (Part-1)

Nvidia Darlings: Analyzing Soundhound and Recursion Pharmaceuticals

Free E-book

You Shouldn't Diversify Unless You Wan't Mediocre Results

Markets: View on the Top; Is China Really Un-investable? Starbucks is Worth Taking a Shot!

Stuck Between Being a Car Company and Tech Company: Tesla

It is Here: S&P 5,000. Opportunities and Risks? Where China is Going? Doubling Down on Value...

Big-Tech Earnings and Valuing the Overall Market