Sitemap - 2025 - Jimmy's Journal
You Laughed. And It Became a 10-Bagger. Crocs ($CROX) Investment Thesis
Better Than Bloomberg: The 15 Investment Tools That Will Make You a Better Investor
The 3 Mental Models That Top Investors Use (But Rarely Talk About)
Growth vs. Value: A False Dichotomy
Monthly Portfolio Update #7 | +37,05% CAGR Through High-Quality Investing
How to Invest in Your 20's, 30's, and 40's
How to Read a 10-K Like Warren Buffett
The 15 Books That Will Make You a Better Investor
The Platform Playbook: Why They Dominate +32% of My Portfolio
How to Read a Cash Flow Statement Like a Pro Investor
Earnings Season Q1 2025 | Part #2
Why Buffett Hates Airlines. A Case Study
📈 Jimmy's Trade Alert #2 | Taking Profits After an +81% Run-Up
Earnings Season Q1 2025 | Part #1
How to Spot Companies with Real Economic Moats
April 2025 - Monthly Portfolio Update #6
Chinese Equities: Value Play or Value Trap?
StoneCo ($STNE) Investment Thesis: Rebuilding Trust and Growing Stronger
Net Income Doesn't Matter. Look for Free Cash Flow (FCF).
The 15 Academic Papers That Will Make You a Better Investor
Don't Forget About the Dividends. They Still Matter a Lot.
How to Analyze an Income Statement Like a Pro Investor
Quick Pitch #3: Booking ($BKNG) is a High-Quality Compounder Trading at a Discount
Monthly Portfolio Update #5 | Building a Tariff-Proof Portfolio
[FULL ACCESS] Jimmy's Journal Portfolio Tracker 📊
[15% OFF] Jimmy's Journal Portfolio Tracker 📊
Introducing Brazil's Best Company. 15% ROIC, +20% Revenue Growth and 10x P/E
P/E Is Your BEST Friend. You Should Talk To Him.
A Revolution is Underway in US Energy. Here’s What You Need to Know
How to Analyze a Balance Sheet Like a Pro Investor
Jimmy's Drops #1: What I Learned from Visa Investor Day ($V)
5 Inflation-Proof Stocks to Watch in 2025
Merck & Co. ($MRK) and Keytruda’s Patent Cliff: Risk or Opportunity?
Jimmy's Journal Trade Alert 🚨
AppLovin ($APP) Investment Thesis: Expensive, but Unstoppable?
LTCM: How to Break the Financial System
Quick Pitch #2: AppFolio ($APPF) and The Future of Property Management
MercadoLibre & Nubank: Earnings Review 4Q24
Broadcom ($AVGO) Deep Dive: Where AI and Hyperscalers Converge
Long Before Berkshire: Lessons from a Young Warren Buffett
Top-5 Out-of-Consensus Investment Ideas for 2025
What I Learned After 8 Years Working as an Equity Analyst
Dempster Mills: The First Company Buffett Ever Ran (and Almost Bankrupted)
I'm Doubling Down on MELI. Here's Why: MercadoLibre, Inc. ($MELI) Deep Dive
How to Grow on Substack - An Empirical Research
Quick Pitch #1: LVMH and its Monopoly-Like Assets
Go Big or Go Home: Lessons from Soros and Druckenmiller
Amazon Logistics: Building the Moat of the Future
The Next LatAm's 10-Bagger. VTEX ($VTEX) Deep Dive
The Most Important Thing: A Masterclass in Thoughtful Investing by Howard Marks
Metaverse is Not Dead. It's Thriving.
I'm Buying Uber. Here's Why: Uber Technologies, Inc. ($UBER) Deep Dive
How to Find 10-Baggers: Lessons from Peter Lynch