Monte Independent Investment Research looks at the world not for what we want it to be, but for what it is. Economic data can be drastically generalized and being able to sparse it out through individual firm research allows us to connect the dots. This newsletter brings the broader viewpoint of what's going on in the world and narrows it down into digestible investment ideas. The goal of Monte Independent Investment Research is to help readers make more informed investment decisions without having to have a finance/accounting background. This is the only publication where you’ll find new ideas off the beaten path.
Tuesday report: macro updates & equity model portfolio
Wednesday report: weekly coverage updates
Friday report: single-name stock idea
What you'll get with each publication:
A Thorough investment thesis
Weekly coverage updates
(Paid Content)
Weekly single-name stock analysis (Friday report)
Weekly updates to the model portfolio (Tuesday report)
A detailed qualitative/quantitative company & industry analysis
Fundamental analysis paired with technical analysis
An actionable trading strategy (long/short)
I was trained as a research-oriented value investor. Long ideas require a certain amount of discipline for me to consider them as investable ideas.
Durability: Will the company survive through a recession?
Self-financing: Can the company sustain operations through their ability to generate cash?
Economics: Where does the company fit into the broader economy?
Policy: Do geopolitics effect the firm's ability to generate cash?
Governance: Do corporate bylaws benefit the shareholders or management?
Growth: Is the company a stalwart with phasing out technology?
Quality earnings: Does management actively manage cash flow?
Disclaimer: No information found within this publication should be considered as investment advice. Monte Independent Investment Research and author is not liable for any financial decisions in relation to the information provided or discussed whether written or verbal.
