I Wish You A Joyous Holiday Season! + 2024 Maverick Research Preview

Dear all, namely 4,700+ readers from 50 US states and 131 countries:

I wish you a great joyous holiday season, Merry Christmas and a New Year filled with health, followed by numerous personal and professional achievements!

Second of all, thank you very much to all that did donate/tip this ad free & paywall free publication which is all about independent investment research. Namely, hats off to Vinny G., Johanna K., Darryl B., Arny T., Don C., Rhino I., and all the anonymous individuals that showed their generosity which is highly appreciated!

During the holidays season, many people do a lot of good and engage in charity work. This time around my huge request is to NOT donate/tip and support my work and publication, but choose maybe the local community where you live: could be financial support, sorting out your home with clothes, shoes, devices, toys, anything that you do not really need! Your own personal work & time is for sure awesome also!

As always, give your best shot to be a positive influence & force out there!

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What research is coming from my side in 2024? A few drafts in the pipeline are:

✍️ The State of the US Economy in 35 Charts, 2nd edition. Edition #1 here.

✍️ Full Equity Research, the much requested section & my specialty will also start: single stocks detailed coverage aka deep dives: from management & governance to industry, business model & strategy to financials and valuation. Value, Quality, Dividend & Growth stocks from US, Canada, Switzerland & Europe

• a big focus on Founder led / Owner-operator companies that have been time tested across business cycles

• why founder led / owner-operator? because management’s skin in the game is key: it’s not just own financial capital, but very or even more important than that, own personal reputation and legacy

• why time tested across business cycles? because that denotes quality, resilience and that the products/services are adding value to customers, independent of macro, politics, hence not just luck, some short term hype or a fashionable trend

✍️ Maverick Valuations - USA: S&P 500, Dow Jones, Nasdaq 100, 3rd edition. Edition #2 can be read here

✍️ My Name is Bond, Yield Bond! The Return of Yield! A series on investing in bonds

✍️ Top 25 Maverick Charts to Watch in 2024 Top-down: Macro, Stocks & Bonds

✍️ Educational topics breaking down complex topics in plain language and visuals

and way more …

With warm wishes, enjoy the festive season!

Mav 🎄🎅❄️☃️🎁