Why Should You Subscribe?

If you’re looking for clear, practical investment insights without the hype, you’re in the right place. I focus on deep research, financial modeling, and real-world application, sharing what I learn along the way. Whether it’s breaking down companies, exploring investment strategies, or refining decision-making frameworks, my goal is to make complex ideas accessible and actionable. Plus, my Morning Coffee emails offer quick, thought-provoking takes on investing, philosophy, and personal growth. No fluff—just insights you can use. Subscribe to stay sharp and informed.

About Me

I’m Michael Walsh, an investor with a passion for uncovering high-quality investment opportunities. My journey into finance isn’t the typical Wall Street story—I come from a hands-on, grassroots background. I’ve built businesses, served as a firefighter, Marine, sheriff’s deputy, and even constructed my own home. These experiences taught me resilience, discipline, and clear analytical thinking, all grounded in deliberate action—qualities I now bring to investing.

I specialize in fundamental research, financial modeling, and data-driven investing. My focus is on cutting through the noise to find durable, long-term investment opportunities. I currently publish equity research and portfolio insights on Walsh Investment Strategy, aiming to provide clarity in a market often filled with speculation.

My Goal

My goal is to continuously learn, refine my thinking, and share insights with others. I’m focused on deepening my expertise in equity research, financial modeling, and investment strategy while contributing meaningful analysis to the investing community. While I’m not specifically seeking employment, I’m open to interesting opportunities, collaborations, and ways to apply my skills where they can add value.

Beyond investing, I’m passionate about continuous learning, whether it’s financial modeling, CFA studies, or exploring ways to optimize performance. I also document my journey on YouTube, where I share evergreen investing insights and practical takeaways for serious investors.

If you’re looking for sharp, no-nonsense investment research or want to connect, feel free to reach out. I love meeting new people and helping connect others. If you’re a serious investor, please reach out to say “hi.” I’d love to hear from you.


A Little More About Me

I’m deeply into fitness and health—it’s the ultimate form of wealth. I live in the middle of nowhere in Oregon with my wife and kids. It’s rare that I’m not busy with investing, studying, or training, but when I do find downtime, I enjoy reading, watching Seinfeld, journaling, or the occasional video game.

I also write a semi-daily email called Morning Coffee, where I share quick thoughts on philosophy, fitness, or living well. They’re always short, and 95% of them go straight to email subscribers only. You can check it out here: https://walshinvestmentstrategy.com/s/morning-coffee

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Fundamental, long-term, long-only investing with disciplined risk management, and a focus on sustainable compound growth.

People

Eternally curious. Investing, books, thinking, business strategy, USMC vet. https://t.co/W6F8jAzYuL