Walsh Investment Strategy
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Q1'25
Core long-only performance, quant experiment, and what I've been up to.
May 7, 2025
•
Michael Walsh
2
Latest
Top
Discussions
🔥💼 Intel New CEO Lip-Bu Tan
Thoughts on new CEO and portfolio positioning regarding recent "win"
Mar 18, 2025
•
Michael Walsh
1
💾📊 Intel (INTC) Discounted Cash Flow Model Download
Free excel download with all sheets and cells unlocked.
Mar 12, 2025
•
Michael Walsh
📝 2024 Review
Reading time: 4 minutes
Feb 1, 2025
•
Michael Walsh
2
5
Portfolio Change: I'm buying more Intel $INTC
Moving a little extra cash to increase INTC from ~17% to ~20%
Jan 21, 2025
•
Michael Walsh
1
2
1
I'm buying Intel (INTC)
Tomorrow morning I’m selling Berkshire Hathaway BRKB and buying Intel
Nov 22, 2024
•
Michael Walsh
Current Portfolio and Performance
What I'm holding, and performance since inception
Nov 13, 2024
•
Michael Walsh
1
NVIDIA Corporation (NVDA) Q2’25 Earnings Update
NVIDIA Corporation posted their Q2’25 earnings a while back.
Sep 25, 2024
•
Michael Walsh
See all
Walsh Investment Strategy
Fundamental, long-term, long-only investing with disciplined risk management, and a focus on sustainable compound growth.
Subscribe
Recommendations
SemiAnalysis
Dylan Patel
Spencer’s Substack
Spencer
TSOH Investment Research (Alex Morris)
TSOH Investment Research
Petty Cash
Dean
Visual Growth
Ash Lamb
Categories
Portfolio Changes
All portfolio changes
Downloads
Models, PDFs, etc
Yearly Reviews
Every year I look back.
Companies
INTC
All posts on Intel (INTC)
Walsh Investment Strategy
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
