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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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🧠 It's Supposed to Hurt

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: Skin in the game Timeless Content: 4% Rule will destroy you Stock Dive: A full breakdown of Sandisk Corp Resource: How to invest for a post-AGI world This is the exact tool I use every day to track my portfolio. Fiscal.ai gives me portfolio-level analytics, including valuation, financials, growth estimates, and custom KPIs for every...

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: A powerful moment for Long-Term Mindset Timeless Content: Survival is the only goal Stock Dive: A full breakdown of Bloom Energy Resource: A very talented ping pong robot Join the Stock Simplifier waitlist Stock research is the most valuable work you can do as an investor. It is also the slowest and most confusing. That is why we've...

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 Future of SaaS Timeless Content: Everything Is Faster Now Stock Dive: A full breakdown of Marvell Resource: Finding Long-Term AI Winners In the Sell-Off Join the Stock Simplifier waitlist Stock research is the most valuable work you can do as an investor. It is also the slowest and most confusing. That is why we've spent the...

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 Future of SaaS Timeless Content: Everything Is Faster Now Stock Dive: A full breakdown of Marvell Resource: Finding Long-Term AI Winners In the Sell-Off Join the Stock Simplifier waitlist Stock research is the most valuable work you can do as an investor. It is also the slowest and most confusing. That is why we've spent the...

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: Fear and Excitement Timeless Content: Feroldi's Investing Journey Stock Dive: A full breakdown of Taiwan Semiconductor Resource: AI Ecosystem Index Together with Fiscal.ai A good chart can relay information 10x faster than text alone. That's why I've become a power user of Fiscal.ai (formerly Finchat). Fiscal makes it easy to chart...

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: Traders vs Investors Timeless Content: 3 Type of Dividend Growth Stocks Stock Dive: A full breakdown of Intel Resource: How Retail Investors are Using AI Which stock should we research live next? Next Tuesday (April 14th) at 12:00 PM (Noon) EDT, we'll research a stock live, and we want you to pick the stock. Which stock should we...

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: Technical analysis can be useful Timeless Content: Why the Stock Market Always Comes Back Stock Dive: A full breakdown of Microsoft Resource: Humanoid Robot Value Chain Which stock should we research live next? Next Tuesday (April 6th) at 12:00 PM (Noon) EDT, we'll research a stock live, and we want you to pick the stock. Which...

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: Disruption vs Destruction Timeless Content: A Detailed Investing Process Stock Dive: A full breakdown of Micron Technology, Inc. Resource: Citrini Report and Some Perspective Which stock should we research live next? Next Tuesday (Mar 31st) at 12:00 PM (Noon) EDT, we'll research a stock live, and we want you to pick the stock. Which...

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: Don't go it alone Timeless Content: A Detailed Investing Process Stock Dive: A full breakdown of AppLovin Corporation Resource: Citrini Report and Some Perspective Join us next today (Mar 18th) at 12:00 PM EST for a private invite-only session: Brian Stoffel Reveals His 5 Cheapest Stocks In this session, you'll learn: 💡 Stoffel's...

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: When a stock is too cheap Timeless Content: Rich Old People Stock Dive: A full breakdown of Sandisk Resource: Perspective on the Software Selloff from An Industry Veteran And more! Together with Fiscal.ai A good chart can relay information 10x faster than text alone. That's why I've become a power user of Fiscal.ai (formerly...