A question before I build this for you...

Dear investor,

Over the last months, I’ve published a handful of stock analyses here. Companies I actually own, companies I intend to hold for years, and companies that quietly do their job while the market argues about everything else.

I wanted you to see how I think, what I consider a high-quality business, and what kind of opportunities I believe are systematically underfollowed.

Now I’m considering taking this one step further, and before I do, I want your honest input.

The problem I see

If you look around Substack today, investing content has largely split into two camps:

• Endless A.I. and “hyperscaler” obsession, often with little margin for error

• “deep value” picks that are basically speculative lottery tickets dressed up in financial jargon

What’s missing is surprisingly obvious.

There are hundreds of public companies across the U.S., Canada, and Europe that:

• Are profitable

• Are run conservatively

• Compound steadily

• And get almost no serious long-term attention

And many of them make exceptional long-term holdings, if you’re willing to look beyond the usual noise.

What I’m considering building

I’m thinking about launching a subscription service focused on exactly those companies:

• Small caps, mid caps, and large caps

• Across the U.S., Canada, and Europe

• Built for long-term shareholders, not traders

• Based on common-sense fundamental investing, not narratives or volatility games

This would go beyond single write-ups.

The service would include:

• Deep stock analyses

• Valuation ratios that aren’t widely used, but are far more revealing

• Regular updates on my personal holdings and how my thinking evolves over time

In short: a calm, rational antidote to both hype and trash.

Pricing (tentative)

The monthly price would likely be $39 or $49, with a meaningful yearly discount.I’ll only finalize this once the exact structure is clear.

Before I build anything…

I want to know what you actually want.

Some readers may prefer:

• A full subscription with ongoing coverage and quarterly updates

Others may prefer:

• Occasional, standalone stock reports, like what I’ve published so far

Both are valid.But I don’t want to guess.

Please take 30 seconds to tell me

I’ve attached a short survey below.

Your answers will directly shape whether this exists, and what it looks like if it does.

Thank you for reading, and for thinking like a long-term owner.

If you want to know what kind of business I analyze, below is the link to my latest report.

Here are the facts:

• Zero debt

• Consistent free cash flow margins around 30%

• Less than 5% of its cash flow is used for capital expenditures

• Digital infrastructure player that’s essential for its niche

• Dividend of around 4%

• Trading at a free cash flow yield of around 5.2%

• No competition

• Founder-led for more than 3 decades

• Small-cap

👉 Download the report 👈 and see if this matches what you look for in a long-term holding.

Until the next issue.

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Disclaimer: This analysis is not advice to buy or sell this or any stock; it is just pointing out an objective observation of unique patterns that developed from my research. Nothing herein should be construed as an offer to buy or sell securities or to give individual investment advice.

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