Why subscribe?

Investors, Investment Managers, Analysts, or anyone interested in finance or business should subscribe to this newsletter. Approximately every 4 - 6 weeks we will be sharing a thesis on a company that we believe has a sustainable competitive advantage for the long term. Our thesis will generally include a story of why we feel the business is a buy, as well as an evaluation of what we think the business is worth today, and growth projections where required. We will also detail our entry strategies and if the business is at an entry price today may provide more detailed information on option chains.

Our newsletter will sometime be informational in nature explaining in layman terms certain investment ideas, trades or tools. Often it will be driven by recent trades that we are interested in. Nothing within this newsletter should be taken as financial advice.

Join the crew

If you like our newsletter and the information that we create please follow us on twitter @BlackOpalMOS and share our newsletter with others blackopalfunds.Substack.com.

Black Opal is an investment newsletter and should not be taken as investment advice.

Subscribe to BlackOpal Research Limited Newsletter

Event driven value investing Information and thesis on publicly traded equities

People

Black Opal Research Limited is a investment newsletter focused on MOS evaluations.