Edition #204
Premium Market Analysis
Investors,
Earlier this week, I announced that I’ll be starting a new exclusive series for premium subscribers where I’ll be sharing the 15 individual stocks and ETF’s that I’ve been buying in long-term portfolios. With the market selloff appearing to be entering a new leg lower, I think this is the perfect time to release these insights.
I’ll be sharing each of these 10 stocks and 5 ETF’s in today’s report, sharing the exact stocks that I’ve been buying or plan to be buying over the course of this bear market. The purpose of this is to be fully transparent about what I’m buying; however the “why” will have to wait for later. Over the next several weeks, I’ll be releasing exclusive reports to analyze the investment thesis of each individual position, covering:
Why I like the stock, qualitatively (business model, management, moat).
Why I like the stock, quantitatively (income statement & balance sheet review).
Portfolio allocation strategy.
Here’s the schedule that I’m committing to, in addition to the current schedule of research publications:
Every Wednesday, starting September 7th, I’ll publish the investment thesis for two individual stocks until all ten are analyzed. For the 6th edition of this exclusive research, I’ll cumulatively discuss the logic & investment thesis behind each of the five ETF’s. For the 7th and final edition, I’ll share the handful of stocks that didn’t make the cut but still have promising long-term outlooks and return potential.
These reports are not designed to give you a cookie-cutter solution to your investment portfolio. While I am certainly enthusiastic about the long-term potential of these stocks & ETF’s, I cannot recommend them for your portfolio because I do not know your risk tolerance, investment horizon, financial goals, or your obligations. I am sharing this research with you for a few reasons:
I want to put my money where my mouth is. Transparency is important to me and I want to always operate with a high degree of integrity. By telling you what I’m buying & why, I think this will put my “heart on my sleeve”, so to speak.
This is an educational opportunity, showing how I approach long-term investing, analyze individual companies, and view equity portfolio allocation/management. I’m hopeful that this series will equip you with some of the tools necessary to make optimal investment analysis & portfolio decisions for yourself.
As a final clarification, premium members will now receive the following reports starting on 9/7/22:
Saturday: Free research, conducting analysis on the key developments & insights across the macroeconomy, the stock market, and Bitcoin.
Sunday: Premium research, sharing deep-dive perspectives on the stock & crypto markets. We review new data, charts, and the market-moving dynamics that I’m most closely following to build my investment thesis.
Wednesday: Premium investment research & security analysis of the 15 core positions that I’m buying in accounts that I manage/consult. This series will end in Q4 2022, once all analysis has been completed.
Premium members receive all of this research for a grand total of $10/month or $100/year (20% discount vs. monthly membership). If you haven’t already upgraded to a premium subscription, I’d love to have you join. Please reach out directly if there are any questions: calebfranzen@gmail.com
The remainder of this report will analyze the key market dynamics that I saw this week and highlight the important takeaways that you should know, in addition to introducing the 15 stocks & ETF’s that will be analyzed & reviewed in this upcoming series. As always, thank you to the premium members who make this research possible — your support has been phenomenal & greatly appreciated. I will continue to evolve and add as much value as possible.