Investment Talk

Occasio Capital
Frequent equity research from companies I own or am interested in, semi-frequent conversational memos, and a focus on community.
Created 19 May 2020
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  • Market Talk, January 2nd 2022
    02 Jan 2022 • 6 min read • 6 0
    Market Talk Market Talk is a free Sunday issue, where I share a curation of the best things I have consumed during the week. Each Sunday I will share: • A Quick update on what’s coming for IT Subscrib...
  • Two Years on Substack
    28 Dec 2021 • 12 min read • 14 8
    Personal Writings I hope you all had a great holiday season with your families, and that the new year is just as pleasant. As I write this memo in the early hours of the morning with a cup of coffee, ...
  • Lululemon's Core Business Shines, Whilst Connected Fitness Wilts
    20 Dec 2021 • 2 min read • 3 0
    Thoughts From The Quarter Lululemon’s third-quarter exemplified the strength of the core brand. Despite marking down full-year revenue guidance for Mirror, their connected fitness venture, by more tha...
  • Market Talk, December 19th 2021
    19 Dec 2021 • 6 min read • 7 0
    Market Talk Market Talk is a free Sunday issue, where I share a curation of the best things I have consumed during the week. Each Sunday I will share: • A Quick update on what’s coming for IT Subscrib...
  • Rounding Up Earnings: Part of 2 of 2
    16 Dec 2021 3 2
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  • Why the Evening Rally?
    16 Dec 2021 2 2
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  • Market Talk, December 12th 2021
    12 Dec 2021 • 6 min read • 8 1
    Market Talk Market Talk is a free Sunday issue, where I share a curation of the best things I have consumed during the week. Each Sunday I will share: • A Quick update on what’s coming for IT Subscrib...
  • Rounding Up Earnings: Part 1 of 2
    10 Dec 2021 3 0
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  • Lessons in Habitual Saving
    06 Dec 2021 • 17 min read • 8 0
    Most writers will know that when an urge to write about something organically materialises in your head, you should pounce on that green shoot of an idea and run with it. I stumbled across the below t...
  • Market Talk, December 5th 2021
    05 Dec 2021 • 6 min read • 5 0
    Market Talk Market Talk is a free Sunday issue, where I share a curation of the best things I have consumed during the week. Each Sunday I will share: • A Quick update on what’s coming for IT Subscrib...
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