How to get the most out of Beachman's Newsletter
Gallimaufry: The roadmap to my substack
It’s great to have you here and thank you for joining our community.
If you are new to Beachman’s Newsletter, I recommend starting with the posts below.
Recommended posts:
How is this newsletter different?
How is this substack organized?
There are three main sections:
FinHabits contains posts about financial management and investing processes & methods that I use every day, every month and every year.
Musings contains my take on the most recent macro-economic events, market conditions and financial data. I also post my plan for the upcoming week here.
Portfolio contains updates on my specific holdings, my learning portfolio and other analyses on stocks of interest.
The fourth section Gallimaufry contains miscellaneous posts that do not fit nicely in another section.
How I cleaned up my messy portfolio?
How I decide which themes to invest in?
How I evaluate an earnings report?
How I score a stock that I am considering for my portfolio?
What does a Beachman post-earnings report look like?
How does Beachman compare two stocks to decide which one to own?
Beachman’s preferred valuation metric
Feel free to browse around all the sections listed above.
Send me comments or questions using the buttons at the bottom of each post.
If you know someone who could benefit from this newsletter, please share my posts with them.
And when I am not at the beach, you can find me on Twitter here.
Keep it up, Beachman! Love reading your newsletters as well as posts on the forum.
Hello. A new member here> is there a actual portfolio (with cost basis) that you manage. I do see a model portfolio but is that a actual / real money.