JM Investments

JM Investments

About the Substack

Independent investing research, stock analysis and portfolio insights.

I share the ideas, valuations and lessons that shape my own investing decisions - focused on finding quality businesses, managing risk, and compounding wealth over the long term.

Free Subscription Benefits

• Monthly deep dives on high quality, undervalued businesses & quarterly result updates on my highest conviction stocks

Paid Subcription Benefits

• Quarterly portfolio letters detailing what I own, the moves I have made and why
• Monthly deep dives & quarterly result updates including my detailed valuation models and thoughts
• Access to a community in a subscriber only chat

Paid Subscription Plans

• £20 a month
• £200 a year

About JM Investments

High-conviction stock analysis combining fundamentals with technical analysis. Covering mispriced growth opportunities, hidden small caps and asymmetric bets. Also write on X and Yahoo Finance.