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Newsletter

I share insights, company research, and reviews through The Torre Financial Newsletter.

Here is a sample of what to expect.

Insights

  • Intrinsic and Relative Valuation Methods
  • SaaS Valuations Post COVID-19
  • On ROIC: Stalwarts and Compounders
  • Investing in Equities for the Long-Term

Company Research

  • Upstart (UPST)
  • Cloudflare (NET)
  • CrowdStrike (CRWD)

Reviews

  • 2020 Q4 and Year-End Review
  • 2019 Q4 and Year-End Review

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