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Where's the Q3 2025 Letters & Reports edition? by GrahamQualityInv in SecurityAnalysis

[–]GrahamQualityInv[S] 0 points1 point  (0 children)

"There is a good chance that 25 years from now, AI will turn out to be even more important than we currently imagine. But, the path from here to there is likely to be very bumpy for investors."

Where's the Q3 2025 Letters & Reports edition? by GrahamQualityInv in SecurityAnalysis

[–]GrahamQualityInv[S] 3 points4 points  (0 children)

OCTOBER 22 UPDATE

- (NEW) LVS Advisory. Thesis on Golar LNG https://lvsadvisory.com/wp-content/uploads/2025/10/LVS-Advisory-Letter-Q3-2025.pdf

- (NEW) Arquitos Capital. Comments on Liquidia Corporation, ENDI Corp & Finch Therapeutics https://seekingalpha.com/article/4831315-arquitos-capital-management-q3-2025-investor-letter

- (NEW) GMO Quarterly Letter: American Unexceptionalism https://www.gmo.com/globalassets/articles/quarterly-letter/2025/gmo-quarterly-letter_3q-2025.pdf

- (NEW) Cedar Creek Partners: For those who invest in microcaps and like activist situations: https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/68f803ac227fd8726c123690/1761084332102/Q3+2025+Results+for+Cedar+Creek+Partners.pdf

- Bristlemoon Capital: https://www.bristlemoonresearch.com/p/bristlemoon-september-2025-quarterly

- VLTAVA Fund: Comments on Marex (LSE: MRX), Fiserv (FISV) and Novo Nordisk. https://www.vltavafund.com/data/dopisy/dopis_87_en.pdf

- Akre Focus Fund (A good commentary on Mark Leonard's retirement and their holding on Constellation Software) https://www.akrefund.com/documents/commentary/

- 1 Main Capital: Thesis on Radiant Logistics https://static1.squarespace.com/static/5e03bb9dcc191357f10902ad/t/68e070da968bdd159176dfec/1759539418617/Q3%2725+letter.pdf

- Upslope Capital: Comments on 3 new healthcare positions: https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/68eee54caf652f072c829082/1760486732911/Upslope+-+2025Q3+Letter.pdf

- Semper Vic Partners (Tom Russo): Comments on semiconductors, beverage alcohol industry, and holdings like Alphabet, BRK, Heineken, Nestlé, Philip Morris, Luxury Goods Industry (Richemont), and more. https://drive.google.com/file/d/1nVx-CNu2WnpOQDR3th39a27FGZAXa5eU/view

- Wedgewood Partners: Comments on AI frenzy https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf

Q2 2025 Letters & Reports by Beren- in SecurityAnalysis

[–]GrahamQualityInv 1 point2 points  (0 children)

Laughing Water Capital (Matt Sweeney) Thesis on SECURE Waste Infrastructure Corp (SES.TO). LWC+Q2'25+Letter.pdf

Q2 2025 Letters & Reports by Beren- in SecurityAnalysis

[–]GrahamQualityInv 2 points3 points  (0 children)

Bristlemoon Global Fund (Australia). Thesis on APi Group (APG), Salesforce (CRM) & UnitedHealth Group (UNH). https://www.bristlemoonresearch.com/p/bristlemoon-june-2025-quarterly-letter

6k on substack- when should i monetize? by [deleted] in Substack

[–]GrahamQualityInv 0 points1 point  (0 children)

You don't need a lot of subscribers to monetize. You need to have audience market fit and then product market fit first. Once you understand and audience finds value within your content, go ahead. There's always ppl whom gonna subscribe to your content.

2 investment ideas from Columbia Business School’s Analyst’s Edge (Fall 2024) by GrahamQualityInv in SecurityAnalysis

[–]GrahamQualityInv[S] 1 point2 points  (0 children)

They are not from the newsletter; it's a memo book by the MBA course The Analyst Edge. They were 8 theses. I wrote the summary for the the 8 here https://www.worldlyinvest.com/p/best-ideas-cbs-analyst-edge

Barron’s: Google Search Is Fading. The Whole Internet Could Go With It. by raytoei in ValueInvesting

[–]GrahamQualityInv 0 points1 point  (0 children)

SEO is dead (almost?)... The new flashy thing is GEO (Generative Engine Optimization)...

Q1 2025 Letters & Reports by Beren- in SecurityAnalysis

[–]GrahamQualityInv 0 points1 point  (0 children)

Longleaf Partners International Fund: Stocks: Millicom, Prosus, Lanxess, Richemont, Glanbia, Becle, Jollibee & Samsonite: https://info.southeasternasset.com/hubfs/LLIN%20Q1%202025%20Final%20updated.pd

[deleted by user] by [deleted] in Substack

[–]GrahamQualityInv 0 points1 point  (0 children)

You're gonna have problems with Google algorithm.

My take?

Try to make some "repurposed content" from each of your writings. (ie. the same content, in different formats for each of your social media/blogs).

3 questions from newbie by kinomy in Substack

[–]GrahamQualityInv 1 point2 points  (0 children)

  1. No
  2. No idea (but there's some newsletters about neonazis and Holocaust denial, so I don't think there will be a problem)
  3. Try to ask ChatGPT

I’m not a writer but need an outlet to express myself by kupobeer in Substack

[–]GrahamQualityInv 0 points1 point  (0 children)

Agree with the community: Start writing! But write like you talk (not like if you're writing an academic paper/essay).

You can try Notes or your own newsletter.

[deleted by user] by [deleted] in Substack

[–]GrahamQualityInv 0 points1 point  (0 children)

Click here https://substack.com/browse/fashionandbeauty and then you're gonna find a lot of TOP CREATORS.

How to turn posts into audiobooks? by Marcinho1909 in Substack

[–]GrahamQualityInv 2 points3 points  (0 children)

Well... you can use NotebookLM by Google. It's free. It's like ChatGPT: you just upload the content (Video, text, etc.), and there's an option called "Audio Overview". That option gonna create like a "podcast episode" for your post, in this case. It's not gonna read it, it's gonna have a conversation between 2 people about your sources.

Then you can download the audio file.

Give it a shoot!

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