Latest Post: Q3 2024 Portfolio Update My portfolio was up 14.4% for the quarter and is up 12% YTD I made several purchases and sales during Q3
Enterprising Investor
Financial Services
Dayton, Ohio 6 followers
A value investing newsletter focusing on stock analysis and updates from my portfolio.
About us
A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.
- Website
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https://enterprisinginvestor.substack.com/
External link for Enterprising Investor
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Dayton, Ohio
- Type
- Self-Owned
- Founded
- 2023
Locations
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Primary
Get directions
Dayton, Ohio, US
Updates
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Latest Newsletter: Last week I analyzed Net Lease Operating Properties $NLOP and Permian Basin Royalty Trust $PBT I’m adding both of these to the stack of companies I need to do a deeper dive on https://lnkd.in/gkgHwvsq
Idea List: Issue #10
enterprisinginvestor.substack.com
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Latest Newsletter: I wrote about Big 5 Sporting Goods a few weeks ago but this week I decided to take a closer look since it’s trading at a deep discount to asset value https://lnkd.in/gsm-zecH
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Latest Newsletter: Philip Morris International $PM stock valuation https://lnkd.in/gnEN_gUD
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Latest Newsletter: In this post I discuss earnings highlights from $COF and $BTI, updated my stock watchlist, and shared how I almost bought a laser tag business https://lnkd.in/gCnGje7K
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Latest Newsletter: This week I looked at Sabine Royalty Trust $SBR an oil and gas royalty company with a 9% dividend yield https://lnkd.in/gJH6Kr_i
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Latest newsletter: Watchlist and Portfolio Updates Last week I jotted down some notes of recent earnings results from some stocks in my portfolio plus some thoughts on $PINC https://lnkd.in/gjX57yVD
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Latest newsletter: This week I analyzed a few microcaps that were getting kicked out of the Russell 3000 index AMCON Distributing $DIT Luna Innovations $LUNA Big 5 Sporting Goods $BGFV https://lnkd.in/dwYH8EDK
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Latest post: This week I looked through the consumer staples stocks getting kicked out Russell indices at the end of the month https://lnkd.in/gJ-Vhc52