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Invest with clarity and conviction

I provide razor-sharp equity research that cuts through the noise.

Save Time: Efficient, focused analysis delivered to you
Get Smarter: Deepen your market knowledge with expert insights
Join The Tribe: Connect with a community of savvy investors

Michael’s writing helps expand my understanding of companies, both financially and operationally. His service gives me a leg up on other investors.

Trusted by Investors Like Yourself

Join investors, professionals, entrepreneurs, parents, students, and other financial enthusiasts on Walsh Investment Strategy:

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Independent Research that Puts Investors First

I wanted better equity research. So I made it. Join me if you want to.
Know your research is based on sound analysis, free from the influence of external pressures or hidden agendas. 

Grounded in experiences ranging from the U.S. Marine Corps to entrepreneurship, my approach is shaped by practical lessons learned in the real world. 

Benefits

Save Time and Effort

Save thousands of hours on research and analysis per year.

Explore Opportunities

I explore far and wide for wonderful companies. 
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Join the Tribe

Quality-focused, user-centric experience with full control over connections and content.

Mitigate Risk

Uncover blind spots through thorough analysis of all relevant business aspects.

Gain Perspective

Leverage unique insights from my experience in the military, business ownership, firefighting, and law enforcement.

Transparent Portfolio

View all portfolio changes a day in advance. Complete transparency in investment decisions.

Testimonials

Michael’s writing helps expand my understanding of companies, both financially and operationally. His service gives me a leg up on other investors.
Christopher Olliney

Michael’s non-traditional finance background has empowered him to truly be a “student of the game.” He continually looks to learn from some of the best investors in the industry and applies his unique perspectives on looking at individual companies. I’ve enjoyed reading his work, learning from him, and using him as a resource for my clients.
Simon Tryzna, CFA

Michael’s work is well researched and well delivered – a great resource for investors
Keith Akre

Features

What you don't get:

I'm not for everyone. If you're looking for the following, you might be better off signing up with a competitor.

Price Targets - I don't offer arbitrary price predictions. Instead, I focus on comprehensive analysis that provides lasting insights for informed decision-making.
Front Running - Ethical transparency is non-negotiable. All portfolio updates are communicated well in advance, ensuring fair treatment for all members.
Hidden Conflicts of Interest - My research serves one purpose: to benefit you, the investor. There are no hidden agendas or undisclosed motivations.
Locked Models - Transparency is key. All financial models and assumptions are fully accessible, allowing you to understand and evaluate my methodology.
Hidden Agenda - My research isn't a veiled sales pitch. It's a genuine effort to provide valuable, actionable insights for your investment journey.
Unrealistic Assumptions - Grounded in real-world business experience, my valuations err on the side of caution, prioritizing realistic projections over optimistic speculation.
Market Timing Schemes - Many services claim to predict short-term market movements. I focus on long-term value rather than speculative timing strategies.
Hype-Driven Recomendations - You won't find "hot stock tips" or trendy investment fads here. I prioritize fundamentals over fleeting market excitement.
Affiliate Promotions - I don't push products or services for commissions. My recommendations are based solely on their merit for your portfolio.
Fear-Mongering Tactics - Unlike some who use scare tactics to drive subscriptions, I provide balanced, rational analysis of risks and opportunities.

What you get:

Intellectual Freedom - Maybe the most powerful feature, I am not owned by any company or outside investors who push to make a quick dollar over providing long-term value. This website is my own, and free of corporate greed and influence.
Powerful Library Filter - Find exactly what you need, almost instantly.
Price Lock-In - The price you join at is the price you pay. Period.
Integrity and Transparency - With clear disclosures of my positions and any potential conflicts. I also share the mistakes in hopes of maximizing long-term learning.
Continual Growth - I'm always expanding the website, but it takes time. It's safe to expect many features down the road, but I won't tell you what they are.
Comment on Reports - Get answers to your questions on reports quickly.
Comprehensive Equity Research - Comprehensive analysis of individual stocks, including financials, growth prospects, and risks.
Weekly Newsletter - Timely commentary on key economic indicators, sector performance, and market sentiment.
Model Portfolio - Transparent, actively managed portfolio that members can track and mirror.
High Quality Member Network - Moderated online community for members to connect and share insights.
Downloadable Financial Models - Detailed valuation and forecast models for select companies.
Commitment to Excellence - I am dedicated to continuous learning and improvement. This commitment is expected to yield positive, compounding benefits that will be reflected in the website's future development.

The Process

1

Sign up for Free 30-Day Access

Not a good fit? No problem! Easily cancel your membership before the 30 days and you won’t be charged.

2

Explore, Learn

Explore far and wide to see what I offer. If you’re a serious investor, it’ll be clear that what I offer is valuable.

3

Apply, Grow, Connect

As a fundamental investor focused on long-term value, my approach prioritizes deep understanding over frequent trading. I dedicate my efforts to identifying investments with enduring potential, emphasizing thorough analysis and patient capital allocation. This strategy places a premium on building conviction through comprehensive research, recognizing that true investment wisdom cannot be borrowed or hastily acquired. After all, you can’t borrow conviction.

Frequently Asked Questions

What are the main resources you offer?

  • Equity Research
  • Model Portfolio
  • Sunday Edition Newsletter
  • Community Network

How often do you publish research?

I put something out at least once a month. The Sunday Edition newsletter is sent out most Sundays.

Do you offer personalized investment advice?

Absolutely not.

While I provide a wealth of information and resources, I recommend consulting with a financial advisor for personalized advice tailored to your specific circumstances. I do not give personalized financial advice.

I have feedback to improve your website. How can I reach out?

I love constructive feedback! Sign up for a free 30 day trial, try it out, and leave feedback on the community timeline. @ me and I’ll get the message.

Do you sell user information?

No. That would be wrong.

What stocks should I buy to get rich?

I focus on growing wealth through investing in wonderful businesses and sharing my insights, rather than creating superficial content designed to profit from you.

If my writing seems a bit harsh, it’s because I’m not stringing you along.

The Numbers

Hours Saved Per Year

Think of me like your own investment researcher. It’s a partnership designed for mutual success.

Avg. Member Tenure (years)

The majority of members who started with me in 2020 are still here. I think that says something.

%

Member Satisfaction

In my latest annual survey, 96% of members reported being ‘Highly Satisfied’ with the quality and value of my independent research.

Qualities To Expect

I’m not for everyone. If you’re into “get rich quick” schemes or “stocks that are sure to 100x” look somewhere else. Here I focus on quality, compounding, and probability.
  • Get Rich Quick 0% 0%
  • Emphasis on Fundamentals 98% 98%
  • Long-Term Performance 100% 100%
  • Pursuit of Excellence 100% 100%

100% Satisfaction Guarantee

Zero Risk

Your satisfaction is my top priority. I stand firmly behind the quality and value of this service:

  • No-Questions-Asked Refund: If you’re not completely satisfied with your membership, I’ll provide a full refund promptly and courteously.
  • Commitment to Excellence: I’m dedicated to delivering an unparalleled investment research experience. This includes in-depth analysis, robust financial models, comprehensive write-ups, and a supportive community of like-minded investors.
  • Continuous Improvement: Your feedback is invaluable. I’m constantly refining and enhancing the service based on member input to ensure it meets and exceeds your expectations.
  • Transparency: There are no hidden fees or complicated terms. The refund policy is straightforward and designed to give you peace of mind as you explore the full range of resources available.
  • Long-Term Partnership: My goal isn’t just to retain your membership, but to earn it by consistently providing high-quality, actionable insights that contribute to your long-term financial success.

I’m confident that once you experience the depth of analysis, the power of the tools provided, and the value of the community, you’ll consider this service an indispensable part of your investment strategy. Your success is my success, and I’m committed to supporting your financial journey every step of the way.

Prices go up significantly on January 1, 2025.

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