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Invest with Conviction

I provide premium equity research that simplifies complex financial data, empowering sophisticated investors to make informed decisions, build stronger portfolios, and achieve their financial goals.

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Modern "Research" is BROKEN

Serious investors often struggle to find reliable, thorough, timely research. That’s why I decided to make a new way of investment research. So much that I dove in head first, because there wasn’t anything out there that fit my style. 

Imagine the frustration of constantly second-guessing your investment choices, wondering if you’re basing your decisions on sound analysis or biased recommendations. Picture the countless hours wasted trying to sift through the deluge of information, only to end up with more questions than answers. It’s a pain point that far too many serious investors know all too well.

This is where I come in. deep understanding of investment challenges is rooted in diverse experiences from the U.S. Marine Corps to traditional entrepreneurship. Our investment approach is honed by lessons from various demanding fields, ensuring clear, confident market insights. Join [Your Company Name] for premier equity research and unbiased perspectives, backed by a team that grasps real investment hurdles.”

Benefits

Save Time and Effort

All equity research reports, valuation models, and investing resources are conveniently located in one place on this website, saving you countless hours of searching and compiling information.

Explore Opportunities

Get access to our in-depth reports on small and medium-sized businesses that most investors overlook. These reports are filled with ideas and insights you can use to make your own investment decisions and potentially find hidden gems in the market.
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Join the Tribe

Our exclusive, closed social network prioritizes quality over quantity. We offer a curated experience without bots, ads, or algorithms, putting you in complete control of your connections and content. Join us for a genuine, user-centric social networking experience.

Mitigate Risk

To mitigate risk, recognize that companies are complex systems inadequately portrayed by most research and news. Gain a comprehensive understanding by thoroughly analyzing all aspects of the business.

Gain Perspective

There’s nuance to investing with conviction over the long term. 

Transparent Portfolio

There’s a saying: “Don’t tell me what to buy, show me what you’re buying.”

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

Credit Analyst

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

Chief Investment Officer

Features

Comprehensive Equity Research - Comprehensive analysis of 50+ 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.
Mobile Friendly Portal - Conveniently login anywhere, any time.
Downloadable Financial Models - Detailed valuation and forecast models for select companies.
Quality over Quantity - I focus on

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 - ith clear disclosures of our positions and any potential conflicts.
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 wahat they are.
Footnotes - I am a fan of extensive footnotes that go deeper, including links to fun stuff on the internet for further reading.
Comment on Reports - Get answers to your questions on reports quickly.
Independent - 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. My writing is my own, and free from corporate swamp.

The Process

1

Sign up for Free 30-Day Access

I am confident that you’ll be hooked when you explore the website and the clarity of value that I offer. Not a good fit? No problem! Easily cancel your membership before the 30 days and you won’t be charged. 

2

Explore, Learn

All premium content is clearly labeled in reports, so you know what’s behind the paywall. Explore far and wide to see what I offer.

3

Apply, Grow, Sit

Since I am a long-only, fundamental investor, not a lot of trading is involved. I focus on identifying what I believe to be wise investments for the long term. This means a heavy emphasis on understanding over trading. That means a lot of sitting while you grow!

Frequently Asked Questions

What are the main resources you offer on this site?

This little organization is still in its infancy, but right now I offer equity research and a model portfolio.

How frequently is your research content published?

I publish research articles regularly (at least once per week) to ensure users have access to the most current and relevant information in the market.

Is there a community or forum where I can discuss investment strategies?

Absolutely! The website features a community section where investors can share insights, discuss strategies, and seek advice from more experienced members. The investor social network is fully featured with privacy settings, notifications, private messages, groups, and multimedia.

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.

Are there any costs associated with using your website's resources?

While much of the website resources are free, I do offer premium content and tools for a subscription fee, which provides additional insights and advanced actionable reports. This is the only way I make money. I do not accept advertising dollars, as it conflicts with the interest of both myself and members.

How do I sign up for updates or newsletters?

There’s a subscription form on our website where you can sign up to receive regular updates, newsletters, and exclusive content straight to your inbox. Go to “Newsletter” in the main navigation to sign up.

What measures do you take to ensure the security of my personal information?

Protecting your privacy is our top priority. We have implemented strict security protocols to safeguard your data. We also never share your information with third parties without your consent.

I have feedback/suggestions for the website. How can I reach out?

We value user feedback immensely. Please navigate to the “Contact Us” section on our website to share your thoughts, or you can reach out to us via our official social media channels.

Do you sell information?

No, I do not sell any of your information. This is the new era of website where full transparency and integrity are paramount. No cookies, no fluff, no spam.

The Proof Is In The Numbers

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Portfolio Outperformance*

My model portfolio, which reflects my research insights, has outperformed the S&P 500 by an average of 13% per year since inception. *S&P 500 includes dividends reinvested. Inception date: 2022-04-18. Past performance is not indicative of future results.

Insights Delivered

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%

Member Satisfaction

In our latest annual survey, 95% of members reported being ‘Highly Satisfied’ with the quality and value of our independent research.

Hours Saved Per Member

My model portfolio, which reflects my research insights, has outperformed the S&P 500 by an average of 13% per year since inception. *S&P 500 includes dividends reinvested. Inception date: 2022-04-18. Past performance is not indicative of future results.

Avg. Member Tenure (years)

Having started in 2020, the majority of members are still with us who began with us. I am very proud of this. 

%

Member Satisfaction

In our latest annual survey, 95% of members reported being ‘Highly Satisfied’ with the quality and value of our independent research.

Bar Chart

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  • Excellence 50% 50%
  • Quality 90% 90%
  • Industry Average 1% 1%

Feeling uncertain? Give it a whirl! 👇

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If you aren’t happy with Walsh Investment Strategy, I’ll refund you, no questions asked. I am committed to providing the best experience possible, and I am confident that you will love using Walsh Investment Strategy and my robust ecosystem of analysis, models, writeups, and community!

Woah hey there

If you aren’t happy with Walsh Investment Strategy, I’ll refund you, no questions asked. I am committed to providing the best experience possible, and I am confident that you will love using Walsh Investment Strategy and my robust ecosystem of analysis, models, writeups, and community!

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