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Long-Term Mindset

I teach investors how to analyze businesses. Each Wednesday, I share six pieces of timeless content that can be read in less than 2 minutes. Read by 100,000+ investors from a16z, Amazon, Google, Microsoft, and more.

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🧠 Is Off-Balance-Sheet Debt A Problem?

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Off-Balance Sheet Debt Timeless Content: Getting back to the basic fundamentals Stock Dive: A full breakdown Resource: AI and Entrepreneurship: What is Really Happening? Top Stock For November 2026 Join Brian Stoffel live as he reveals our Top Stock for November 2026 and walks through the full analysis. 📅 Wednesday, November 4 at...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: What happens when rates go up Timeless Content: The high-yield test Stock Dive: A full breakdown Resource: Who AI agents put at risk We want your input! What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee TSLA vs SPCX: Elon vs. Elon Join us for our Tuesday...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: The coming earnings season Timeless Content: Work that lights you up Stock Dive: A full breakdown Resource: The next AI trade We want your input! What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee TSLA vs SPCX: Elon vs. Elon Join us for our Tuesday webinars to...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Process over outcome Timeless Content: Paying off a cheap mortgage Stock Dive: A full breakdown Resource: An AI you can't tell from a human We want your input! What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee TSLA vs SPCX: Elon vs. Elon Join us for our...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: The painfully slow feedback loop Timeless Content: Damodaran on interest rates Stock Dive: A full breakdown Resource: Shopify's CEO talks AI We want your input! What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee TSLA vs SPCX: Elon vs. Elon Join us for our...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Focus on the inputs Timeless Content: Spending Money Foolishly Stock Dive: A full breakdown Resource: Career Advice from Jerry Seinfeld We want your input! What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee TSLA vs SPCX: Elon vs. Elon Join us for our Tuesday...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Missions > Rules Timeless Content: Spending Money Foolishly Stock Dive: A full breakdown Resource: Career Advice from Jerry Seinfeld We want your input! What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee TSLA vs SPCX: Elon vs. Elon Join us for our Tuesday...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: The limits to an antifragile life Timeless Content: Why the stock market has to crash. Stock Dive: A full breakdown Resource: AI's Bar Mitzvah Moment? We want your input! What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee TSLA vs SPCX: Elon vs. Elon Join us...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: The AI Buildout Timeless Content: Selling a Concentrated Position Stock Dive: A full breakdown of MasterCard Resource: Start Using AI for Investing You know us digitally. Now meet us in person. LTM Together: Omaha 2026 Most of us do this alone. Nobody in our lives wants to talk stocks. On December 5, Brian Feroldi, Brian Stoffel,...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Broadcom and Nvidia as grandparents Timeless Content: Removing Capital Gain Tax Stock Dive: A full breakdown of Alphabet Resource: Is the Capex Buildout Sustainable? What stocks should we research live next? What stock should we research live? HIMS vs. TDOC: Healthcare 2.0 DELL vs HPE: AI Server Boom CMG vs SBUX: Burrito vs Coffee...