Weekly Snacks Performance 6 Months In
Just how useful has Weekly Snacks been in referring equity ideas?
Hi everyone,
I hope your week is going well thus far. I wanted to write this post because we’re ~6 months into my starting Weekly Snacks as a new newsletter helping people gain access to equity pitches from various walks of life.
As I look to optimize my time on a weekly basis, I hope that Weekly Snacks can become something great. I told myself I’d give it a year, and 6 months in, we’ve grown to over 360 subscribers.
Truthfully, I thought it would have done better by now, but readers might not be seeing the value as I do on the back end. This is why I’m sharing how well the pitches I’ve included have performed and hopefully, you’ll feel inclined to share this Substack with friends or colleagues so they too can benefit from it.
So far, I’ve included 97 investment ideas since I started in September 2023. These ideas are global and vary in strategy (L/S, special situations, merger arb, etc.).
Out of the 97 names I’ve shared, I’ve included their returns below based on how much time has elapsed since I shared them with you all.
2 months, 3 months, and 4 months out from the initial share date. As you can imagine, not all have had the time to fully recognize their potential but that doesn’t mean we don’t have some stellar winners.
I stay away from large-cap ideas because honestly, most of them don’t take rocket science to understand or invest in. A lot of the best performers have been the under-the-radar stocks which I do my best to find and share with you all.
If you feel like Weekly Snacks has been beneficial to you and your idea generation funnel, please consider subscribing, sharing with friends, or even restacking the post to bring awareness.
I can’t thank you all enough for reading thus far and sharing your pitches. Quite a few good ideas have come out of this newsletter and at the very least, that’s something that I can say I’m proud of.
Until next time,
Paul Cerro
Even if subscriber growth has been slow, I've been getting a ton of value out of the issues Paul! Keep it up, this is where I get the majority of my ideas