I have started a newsletter where I break down high-quality businesses into simple and very straightforward, but deeply researched 1-page memos. The goal? To q

I have started a newsletter where I break down high-quality businesses into simple and very straightforward, but deeply researched 1-page memos. The goal? To quickly grasp the core investing thesis behind a company and get exposed to more stock ideas. These memos won’t replace deep research, but they can be a great starting point for your own research or just to improve your learning. Right now, I’m focusing on US tech stocks, but I’ll cover great businesses across industries. If this sounds interesting, check it out here: https://thevalleyinvestor.substack.com https://thevalleyinvestor.substack.com Would love any feedback, and if there’s a company you think deserves a breakdown, let me know!