I am an avid reader who likes to analyze stocks and the economy. I am all for the invisible hand of the market, but I favor capitalism with checks and balances. I'd like to enable readers to invest wisely and get more out of life. I don’t hew to the efficient markets hypothesis and think it is possible to find outperforming investments by engaging in diligent and intelligent research.
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Stock Takes update: June 3 marks a year since I started publishing this newsletter, with my first issue looking into Nvidia Corp. The goal is to do deep research on individual stocks and share my findings to better inform your investing decisions. Following up on the stocks I suggested readers could consider buying over the year, they have turned in an average return of about 27% from the date of publishing through June 2, 2025. (This excludes takes published in May, which have had a run time of less than a month.) In comparison, during the period June 3, 2024 through June 2, 2025, the S&P 500 index was up about 12.5% while the NASDAQ Composite gained about 15%.
And stocks I previously suggested to investors on Seeking Alpha have done well.
I hold degrees in finance, economics and journalism and am a professional financial writer (look me up on LinkedIn and Twitter). My takes are my opinions and should not be considered financial advice. All investments carry risk and your financial advisor could guide you about the suitability of an investment for your portfolio. My input is unbiased and not influenced by any compensation.
Stock Takes publishes thrice-monthly (around the 5th, 15th and 25th of the month). If you have any suggestions for me to look into a particular stock, feel free to send them on to stocktakes1@gmail.com and I’ll consider them.
Thanks for reading! Please subscribe and support my work while you get well-researched takes on individual stocks to better inform your investing. Paid subscribers will get current issues of my thrice-monthly newsletter as well as access to the archives and chat. Free subscribers can access the archives to read older posts.
