We're Unlocking Everything. You're Welcome!
Auditing our 19.53% average published return, new full ticker visibility, and a look at our upcoming local field research
After thinking about it for a while, we decided to give you guys full visibility on everything. We just unlocked our entire pick by pick track record, which is sitting at…
19.53% average return per pick since publication
Feel free to verify it yourselves… or ask Chatty/Claude to do so.
So as a thank you, and to keep building a top-tier community of serious investors, we’re making all past and future picks fully transparent, both retroactively and going forward.
You’ll find the ticker for each at the beginning of the article from now on.
Honestly, the ticker symbols are a tiny part of the story.
In fact, they’re almost secondary to what we actually do here… and that's the whole point. As a brand-new Inner Circle member put it earlier today:
The real sauce is in the legwork: the raw data, the scuttlebutt, and the repeatable process behind each decision.
For our paid members: don’t worry, your information edge remains completely intact.
Free public disclosures carry a strict 3-month lag, while you get immediate access to real-time research drops, primary data, and timely updates like our major write ups and priority briefs (e.g. yesterday’s NLH CEO insights), delivered cleanly and straight to your inbox.
What’s coming up:
On Saturday, we’re unlocking one of these PoW write-ups for everyone.
Next week’s PoW is a killer company.
We’re also working on a major report for a company located just 20 km from us. We’ve gone all-in on primary research…. HQ visits, facility tours, management Q&As, and distributor checks.
Pulling all this together takes time, but it’s the only way to deliver what we care about most:
Uncompromised QUALITY
Here are our last 5 picks if you want to check them out:
![[$MNDY] TGIM. Thank God It's Monday.com](https://substackcdn.com/image/fetch/$s_!d3Zk!,w_140,h_140,c_fill,f_webp,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F55fe7843-1354-42cc-ada5-01943688f1ce_1143x777.png)
![[$CCLD] Down 80%, 75% Recurring Revenue, and Trading at 5x FCF](https://substackcdn.com/image/fetch/$s_!-13r!,w_140,h_140,c_fill,f_webp,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F45b66bb0-4767-4b52-945d-1bb37095f4e6_2048x2048.png)
![[$SUP] A 4x EBITDA Monopoly Pretending to Be a Middleman](https://substackcdn.com/image/fetch/$s_!mEFc!,w_140,h_140,c_fill,f_webp,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9191b058-e45d-462a-87cf-c1deb7347e56_1232x832.jpeg)
If you found value in this analysis, please hit the ❤️ button and share your thoughts in the comments. It helps us bring institutional-grade research to a wider audience.
And if you liked this post, we’re confident you’ll love this:
Will this be the case going forward?
Triste is perfect! Thank you