Dubra's Stocks That Go Up Newsletter

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Expensify (EXFY)
Expense Reports That Don't Suck
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Dubra

June 2021

Semrush (SEMR)
Almost certainly a Stock That Goes Up (STGU)
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Dubra

November 2020

Wallstreetbets: The New Kids On The Block
2020 has been a hell of a year in the financial markets. We’ve seen the lowest of lows in February and March and what feels like the highest highs in…
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Dubra
Grayscale Bitcoin Trust: A Cryptographic Roach Motel
November 29, 2020 Update: Guggenheim’s $4.87 billion Macro Opportunities Fund has filed with the SEC to allow it to invest up to 10% of AUM into GBTC…
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Dubra
Peloton: Remote Leverage
In previous posts we have talked at length about the importance of leverage in business and business quality. In fact, in the last post we talked about…
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Dubra

July 2020

Implicit Leverage: Stock Based Compensation
In the last post - When STGU Go Down: An Unlikely Case Study - we examined Medifast, which is a company I described as a bad business that benefits from…
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Dubra
When STGU Go Down: An Unlikely Case Study
STGU: Stocks That Go Up | STGD: Stocks That Go Down
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Dubra

June 2020

Stocks That Go Down: A Case Study
You’ll remember in the first post - The Anatomy of Stocks That Go Up - I said that stocks that go down (STGD) typically exhibit combinations of three…
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Dubra
Amazon: The GOAT STGU
GOAT: Greatest of All Time | STGU: Stock That Goes Up
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Dubra
Stocks That Go Up: A Recipe
The Recipe I have found there is a recipe for STGU. It is these companies that have the privilege of trading at obscene multiples for long periods of…
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Dubra
The Anatomy of Stocks That Go Up
Stocks That Go Up (STGU)
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Dubra
In search of stocks that go up
Welcome to the Dubra Stocks Newsletter! I like stocks that go up. I don’t like stocks that go down. In this newsletter, you can join me in my pursuit of…
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