Middle Coast Investing Letters - Middle Coast Investing

On this page you will find our quarterly investing letters that we send to clients, as well as any other investment related articles we write.

We feel it’s important and useful to be transparent in our investment decisions and our views on the market. These letters will focus more on the former; which stocks we have bought or sold, why certain companies and stocks are performing well or poorly, and how we are acting or reacting to developments.

We have fewer interesting things to say about the broader stock market or economy, but we will provide some analysis of the market for context.

Clients will receive these letters along with details on the specific performance and constitution of their portfolio each quarter. For clients of the passive investment strategy, this will be less specifically relevant – that strategy by definition does not reflect our stock market analysis – but should give insight into both what’s happening in the market and how we think.

You can read our most recent pre-Middle Coast Investing letters on Short Investing Guide. We will only share the letters written since the inception of Middle Coast Investing here.

You can also read Daniel’s writing on Seeking Alpha; articles since 2020 are most relevant to his current investing strategy.

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Important notes and disclaimers: Performance is currently calculated manually. Any performance data should not be relied on as it is prone to manual error. Past performance is not indicative of future results. We share the performance to be transparent, but performance, like the stock market, fluctuates.

Nothing in the public letters is investment advice. All opinions and analysis in these letters belongs to Daniel Shvartsman, and are for entertainment purposes only. Investing is risky. Any investing decisions are your own responsibility and should be taken after speaking with an advisor or at your own risk. This is not a solicitation to buy or sell anything.

Read our full performance disclosures.