Bearded Investor

One of my viewers requested a way to track all the stocks I analyze on my YouTube and Substack, so I created a research platform. It lists all stocks I review analyzed with my discounted cash flow analysis and notes. It’s available to all my Patreon members and I will continue to fill out/update financials as new earnings and guidance come in. If you are one of my Patreon or Substack subscribers and don’t see a stock on the list that you want reviewed, let me know!

My $DUOL analysis is up on my Substack publication. My Patreon and Substack members can check it out now! open.substack.com/pub/beardedinv…

$DUOL analysis will be posted later today on Substack. I have been analyzing some interesting software plays with AI disruption headwinds in my research platform lately.

$AAPL staying true to the hardware roots by tapping John Ternus as the new CEO to replace Tim Cook. Tim Cook had extraordinary big shoes to fill replacing Steve Jobs, but his leadership definitely made $AAPL a much larger company.

New $CRM valuation available on my Bearded Investor Research substack: open.substack.com/pub/beardedinv…

Lots of retailers are going to be getting juiced up numbers for their next earnings because of tariff refunds. cnbc.com/2026/04/20/tar…

I got a few requests from my community as to how I'm building the investment research platform available to my Patreon and Substack subscribers. So I made a very short video on Stock Analysis, which is where I get my stock data that powers my research platform. youtu.be/ho2oGEXgjoI?si…

This is probably my favorite feature so far on Stock Analysis The ability to switch between "Standardized" and "As Reported" is really helping me figure out company-specific nuances when analyzing a company. Every company is different. Different industry, different reporting, different metrics that they track. It is VERY useful to see both the rolled up financials and the company specific metrics.

$HCC analysis up on my Substack investmnet research platform. Make sure you join my Patreon and/or Substack for access. beardedinvestor.substack.com/p/hcc-valuatio…

I have been using Stock Analysis to get the data I need to power my stock analysis research platform. They are offering 10% off by using the code “BEARD”: stockanalysis.com/pro/?ref=beard… Check it out if you like researching stocks with a clean format. In my opinion, it is better than other platforms like fiscal.ai, TIKR, yahoo finance, etc in terms of readability and ease of use.

Official write up for my analysis on $ADBE stock which can be fully accessed on my Substack research platform: open.substack.com/pub/beardedinv…

I have changed the name of my Substack publication to Bearded Investor Research to better align with what the substack is about - deep research and analysis of stocks to find potential investments. beardedinvestor.substack.com

New investment research write up out on my Patreon on $ASML! patreon.com/posts/asml-val…

Ran the first DCF model through my new DCF template on $ADBE: My list of researched stocks and valuations is available to free and paying Patreon members, so sign up today.

@wolfofwalkerst Not the NOLs themselves, but to protect the NOL provisions. If an institution buys too many shares, the NOLs would not be able to be used to lower their effective tax rate leading to higher tax obligations.

@BeardedInvestor Thanks for sharing. What NOL provisions prevent instas from owning?

NOL restrictions for $HCC end on April 19th 2026. This will allow for institutions, including $HCC itself, to acquire more than 5% of $HCC shares previously restricted by the conditions on the NOLs. Eagerly looking forward to the earnings on April 30th. tradingview.com/news/DJN_DN202…

What are some long term stock investments you are looking at or want to buy soon?

Working on an injury over the weekend. My next video will be delayed a bit, but let me know if there is a stock or idea that you want me to cover!

Did some more stock buys today in the public account. Trying to build a strong concentrated portfolio in a few names for the next 5-10 years.

New video on $MU stock out on the Bearded Investor YouTube channel!