Beachman’s Newsletter

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I am not a savant - In case you missed it Jun 19th 2022
beachman.substack.com
Gallimaufry

I am not a savant - In case you missed it Jun 19th 2022

Gallimaufry: Here are some popular posts from Beachman over the last 4 weeks

IWannaBeOnTheBeach
Jun 19
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I am not a savant - In case you missed it Jun 19th 2022
beachman.substack.com

Investors are quickly waking up to the reality that we are in a completely different macro-economic and monetary policy situation. One cannot deny that growth stocks need to be analyzed, chosen and invested in using a different mindset and approach.

  • When did Beachman first post about the importance of cashflows, margins, healthy balance sheets and a path to profitability for growth stocks? On Jan 9th 2022 here.

  • When did Beachman share his approach to evaluating an earnings report? On Jan 25th 2022 here.

  • When did Beachman start providing actionable comparisons between competing growth businesses like CRWD and S, MDB and CFLT, MNDY and ASAN? On Mar 18th 2022 here.

  • When did Beachman post his first Beachman scores for growth stocks and a quarterly trend report thereafter? On Feb 2nd 2022 here. And quarterly trend reports started on Apr 1st 2022 here.

  • When did Beachman first discuss the need to focus on picks and shovels cryptos that serve one or more use cases rather than the store of value or inflation hedge mantra? On Jan 4th 2022 here.

And I have several more recent examples, including:

  • what I was expecting over the past two weeks from Jun 6th - 17th 2022

  • my read on QT starting on June 1st and how it could rile up the markets

  • my approach for taking advantage of recent bear market rallies

  • preferred buypoints that I provide regularly to my paid subscribers

I don't claim to be a savant or fortune-teller. I just follow the numbers and make my investing decisions based on them.

Earlier this month, I have started laying out the construct for my comeback portfolio…see links below. My first stock picks will be published this coming week.

If you like my writings and analytical approaches, consider becoming a paid subscriber today for the cost of less than a latte a month (Starbucks just increased their prices, btw).

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I am a one-person team doing all the due diligence and pencil-sharpening myself. Your paid subscription helps keep my work going.

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Here are some popular Beachman posts from the past 4 weeks:

FinHabits

Beachman's best and worst financial moves

Musings

Don't believe the "mission critical" snake oil

Quantitative tightening could be more consequential than the June CPI print

Let's play this bear market rally smartly

Where do we stand with valuations?

Color me more bullish now...for the right stocks

Portfolio

All paid content listed below

Paid subscriber content

Q1 earnings wrap-up: Updated Beachman scores, new leaders and fallen heroes

Beachman plan for the next 2 weeks (June 6th onwards)

Beachman's take on the market - June 13th

Beachman's comeback portfolio - Part 1

Beachman's comeback portfolio - Part 2

CRWD Q1 Earnings Report

NVDA Q1 Earnings Report

SNOW Q1 Earnings Report

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I am not a savant - In case you missed it Jun 19th 2022
beachman.substack.com
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