Welfare Capital Research

Welfare Capital Research

About the Substack

Archive of my highest conviction long term investments, along with other compelling opportunities I come across.

Free Subscription Benefits

• Occasional public posts and previews of paid posts

Paid Subcription Benefits

• Subscriber-only reports and full archive access
• View all updates to core holdings
• Access to members-only group chat

Paid Subscription Plans

• $100 a year
• $10 a month

About Welfare Capital

I try to buy (and ideally hold) well-managed businesses with unique, in-demand products or services, high margins, high insider involvement, and attractive match-ups against competition. Generalist, but I like software, financials, and industrials.