You may have noticed that the newsletter did not come today. After spending time talking about pain points with some of you, we realized that our current infrastructure could be better architected to deliver all the right signals, and none of the noise.
We have been learning what makes good companies great, and what kind of news you want to see on a regular basis (e.g. some of you find deal flow less relevant - if you would still like to see it, let us know too).
In around a week’s time, we’ll be back with more relevant signal for each sector - to give you a taster, our last newsletter found that when a tech company has an increase in its P/S ratio or EV CAGR, it tended to also see an increase in stock price.
We have seen a few interesting insights like above, through our research pieces on the composition of multibaggers, and want to explore it further to provide more value to you. Ultimately, these findings will feed the daily newsletters.
For the meantime, we’re still posting our findings as we go so stayed tuned.
Cheers,
Damon