Discover a new perspective on value investing

Macro Mornings

Hi everyone,

I’m excited to introduce you to someone who shares a similar vision for smart, long-term investing. Meet Shailesh Kumar, the author of The Astute Investor's Calculus - a fantastic newsletter focused on value stocks and strategies that reduce risk while maximizing returns.

Just like Macro Mornings, The Astute Investor’s Calculus offers deep insights for investors looking to navigate the complex world of financial markets. If you enjoy learning about macroeconomic trends with us, you’ll appreciate Shailesh’s expertise in stock analysis and portfolio construction.

Over the next few weeks, I’ll be sharing more about his work and key ideas that can complement your financial journey. Here’s a brief overview of what you can expect:

1. Value stock recommendations based on rigorous analysis.

2. Strategies to optimize your portfolio for minimal volatility.

3. Insights on how to grow your investments over time with careful risk management.

Stay tuned for more, and I’m sure you’ll find Shailesh’s insights as valuable as I do!

Warm regards,
Alessandro