Stock Bookworm

A newsletter focusing on long term investing, fundamental analysis, and business topics.

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Nike: An Underperforming Giant

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Why I am not orienting my portfolio around AI

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Why I'm Bullish on Nu Holdings

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Which Industries Will Benefit from EVs?

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Costco: An Amazing Business Model

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Rivian and Lucid: Future Leaders or Laggards?

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Enovix: An Overview

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Why I'm Bullish on Airbnb

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Why I am Bullish on the Residential Solar Industry and Enphase Energy

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Ferrari and Electric Vehicles

Can Ferrari Succeed in the EV Era?

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Microsoft and Activision Blizzard

Does the Potential Acquisition Make a Difference?

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The Streaming Era

Why the Apple-MLS Deal is Important

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