📩 Investment musings, market commentary, idea generation and equity coverage direct to your inbox.

The Stoic Investors is launching a membership subscription covering a range of investment and wealth-related topics.

Members will get access to a variety of articles throughout the month in addition to our fortnightly newsletter. Our research and coverage delves deeper into high-conviction investments that we are personally reviewing, along with research from around the world.

Members can expect:

  • 📋 Investment Coverage Articles.
  • ✅️ Deep-dives on investment ideas.
  • 🧠 Musings about Investing and Wealth.
  • 💡Global Investment Idea Generation in:
    • 🚀 Micro-cap and small-caps.
    • 💎 Quality compounders.
    • 📉 Undervalued opportunities.
  • 💹 Market Commentary quick takes.
  • 📈 A look at current trends and themes.
  • ✈️ Travelling Scuttlebutt Stories.
  • 📧 Fortnightly Periodical Newsletter.

*Membership Subscription will cost $9.99 USD p/month paid Annually (USD $119.88).

🚫 WE DO NOT ISSUE BUY – HOLD – SELL RECOMMENDATIONS.

Each investment idea will include our reasoning, risks identified and an independent assessment of the company. The Fortnightly periodical includes ideas and coverage about thematic themes, emerging markets, trends and business cycle updates across the world.

Join the Waitlist

I will notify you closer to the time of the launch.

⚠️ Equity Research Disclaimer and Terms of Service:

My financial circumstances are different. Before investing, you should be aware of the risks involved, and take appropriate risk mitigation steps as necessary. Check multiple sources for information before investing; do not strictly rely on my articles, analysis or research as there could be errors.

The research reports, articles and newsletters are for general investment information only, are not individualised or personalised towards others’ needs, and as such do not constitute investment advice. Every effort is made to ensure that the research content in each research report and article is accurate, but accuracy cannot be guaranteed, and all information is presented “as is”.

In other words: Don’t be that person who blindly follows someone, leaves their thinking to someone else, gives up their independence and does not conduct due diligence then blames that person if things go pear-shaped. “Trust but Verify”. YOU are solely responsible for your decisions. This platform exists to hold myself accountable and to share and interact with like-minded investors from around the world.

It is important to note that this service does not aim to influence your financial and investment decisions. It is not financial or investment advice. This service is created to express our independent research, views and ideas. We have a right to freedom of speech and to express our opinions publicly about the market, companies that we find interesting, and research we conduct on a range of ideas. We encourage you to conduct your independent research or seek the help of a professional advisor.

The premium equity research service offers generalized investment information that mirrors the opportunities I am personally reviewing. This includes but is not limited to; my current holdings, watchlist positions, companies I am conducting due diligence on, and idea generation of companies that fit certain criteria.

All the analysis in each of the equity research reports is presented for informational purposes about investments in general and does not constitute investment advice. Investments may lose value. Investors should use proper diversification and maintain appropriate position sizes when managing their investments.

Individuals and institutions have unique circumstances, goals, tax situations, and risk tolerances, so you should consult a certified investment professional and/or do your due diligence before making investment decisions. The research reports are for general investment information only, are not individualized, and as such do not constitute investment advice.

Every effort is made to ensure that the research content in each research report is accurate, but accuracy cannot be guaranteed, and all information is presented “as is”. Therefore, you receive, use and interpret on an “as is” basis and The Stoic Investors will not be held liable for loss of capital from your own decisions. Each report reflects the opinion and research of myself and my team and may contain inaccuracies. Investors should consult multiple sources of information when analysing investments, and the research service is not intended to be the sole basis on which an investment is made. The research service does not collect or provide any inside information on publicly traded companies.

The Stoic Investors personal holdings and model portfolios are provided to premium subscribers as part of the premium Equity Research service, and any new position trades or closed position trades are made after it is disclosed to premium subscribers that such a trade will take place.

Disclaimer: The Accuracy of Information and Investment Opinion

The content provided on this page by the publisher is not guaranteed to be accurate or comprehensive. All opinions and statements expressed herein are solely those of the author.

Publisher’s Role and Limitations

The Stoic Investors serves as a publisher of financial information and does not function as an investment advisor. Personalized or tailored investment advice is not offered. The information presented on this website does not cater to individual recipient needs.

Not Investment Advice

The information found on this website should not be interpreted as investment advice, nor does it express any viewpoint on the future trading prices of any company’s securities. The opinions and information shared here should not be taken as specific guidance for making investment decisions. Investors are encouraged to conduct their own research and evaluations based on publicly available information, rather than relying on the content herein.

No Offer or Solicitation

The content, including opinions and expressions, present on this website, is not a direct or indirect offer or solicitation to buy or sell securities or financial instruments mentioned.

Forward-Looking Statements and Uncertainties

Any forward-looking statements, projections, or market forecasts contained in this content are inherently uncertain and speculative. They are based on certain assumptions and may not accurately reflect actual future events. Unforeseen events might impact the performance of discussed securities significantly. The provided information is current as of the preparation date and might not apply to future circumstances. The publisher is not obligated to correct, update, or revise the content beyond its initial publication date.

Position Disclosures

The publisher, its affiliates, and clients may hold long or short positions in the securities of the companies mentioned. Such positions are subject to change without guarantee.

Liability Disclaimer

Neither the publisher nor its affiliates assume liability for any direct or consequential losses arising directly or indirectly from the use of the information provided in this content.

Consent and Agreement

By accessing the site or affiliated social media accounts, you signify your agreement to this disclaimer and the terms of use. Unauthorized reproduction of the content, whether through photocopying or other means, is unlawful and subject to legal consequences.

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The Stoic Investors (www.thestoicinvestors.com) is hosted on Bluehost and developed in WordPress. By accessing the site, you agree to adhere to the current Terms of Use and Privacy Policy. These terms are subject to potential amendments. The content on this site does not constitute an offer to buy, sell, or subscribe to securities where prohibited by law.

Regulation and Investment Guidance

The Stoic Investors is not an underwriter, broker-dealer, Crowdfunding portal, managed fund, private fund, or valuation service. The site does not provide investment advice or transaction structuring.

The Stoic Investors does not validate the adequacy, accuracy, or completeness of information provided. Neither the publisher nor any associated parties make any warranties, explicit or implied, regarding the information’s accuracy or the use of the site.

Investing in securities carries substantial risk, and investors should be prepared for potential loss. Each individual should independently assess whether to invest based on their own analysis.

Trading Blackouts and Sell Conditions

The Stoic Investors will NOT trade in stock for 3 days after an investment update is sent about that stock. Our investment strategy involves partially de-risking positions after a company delivers certain milestones that re-rate the share price. We will notify readers of positions that we will exit if the Thesis breaks if we need funds for alternative investments or a change in personal circumstances.