• Financial Newsletter and Research Reports

History: After periodically sending stock-related information (via email) to a few friends and family members interested in financial markets, someone suggested I make it more official with a newsletter. On January 07, 2013, I sent out Volume I, Issue 1 to eleven people and thus the Financial Newsletter began. As it grew, the Newsletter attracted interest from investors outside of  a group of close friends, family, and fellow students. In addition to including my equity research reports in the "Write-up" sections of my Financial Newsletter, I began to publish them as standalone articles (and, later, Issues of my Newsletter) on major investment research platforms, such as Seeking Alpha.

The original Newsletter format contained analysis in four areas:

  1. Market Summaries: Information on financial market trends and a summary of the performance of three major stock indexes; the S&P 500, the Dow Jones Industrial Average, and the Nasdaq Composite
  2. Portfolio Updates: Updates on my simulated portfolio's performance
  3. Market Updates: Analysis of major market-moving events, major news stories, and important economic data reports
  4. Write-ups: Analysis of individual stocks or asset classes.

The updated Newsletter format focused exclusively on in-depth equity research reports on specific companies that I had taken an interest in. Examples of these types of reports are seen in Volume II, Issues 5, 6 & 7 of the Newsletter (and in their embedded attachments).



DISCLAIMER: At the time this website was operational, I was not a FINRA registered Research Analyst or associated with a United States Securities Dealer, Broker or Investment Adviser. I was an undergraduate business school student, and I made no warranties or representations as to specific stocks or transactions for the purpose of providing investment advice.  All due diligence in making an investment decision or transaction was, of course, the reader’s responsibility. Further, this website and any related blog post or e-mail communication was never to be considered a solicitation for any purpose in any form or content.



Header Style Horizontal Vertical