Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later in the month.
I can't believe another month is over. Your end of month editions are now a tradition for me to mark the passage of time!
I hope you're doing well, Andrew. Cheers 💚 🥃
I subscribed your service recently, just after reading your analysis on SN. I also bought the stock - it's up 30%+.
I am surprised SN isn't in your list. Did I misread your analysis, that seems to be very bullish?
Anyway, I am more than happy to be a subscriber.