Invest with clarity and conviction
✓ 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
Trusted by Investors Like Yourself
Join investors, professionals, entrepreneurs, parents, students, and other financial enthusiasts on Walsh Investment Strategy:
Independent Research that Puts Investors First
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
Explore Opportunities
Join the Tribe
Mitigate Risk
Gain Perspective
Transparent Portfolio
Testimonials
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
2
Explore, Learn
3
Apply, Grow, Connect
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?
Do you offer personalized investment advice?
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?
Do you sell user information?
What stocks should I buy to get rich?
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)
%
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
- Get Rich Quick 0%
- Emphasis on Fundamentals 98%
- Long-Term Performance 100%
- Pursuit of Excellence 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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