First, thank you! Since launching Global Outperformers four months ago, your support has kept us going. Whether you’ve read every article or just one, or even simply shared the newsletter, I sincerely appreciate your time and support.
So far, I’ve published 11 articles: over 75,000 words, including 5 company deep dive reports. The community has grown to over 2,500 investors, and the feedback and conversations have been incredibly thoughtful and motivating.
From the beginning, Global Outperformers has been a natural extension of my work at Jenga Investment Partners, the firm I founded to allocate capital in global equities. What started as a research project and a book has now evolved into this community.
What’s next
To keep improving the depth, quality and consistency of the research, we’re entering a new phase: Global Outperformers will become a premium investment research service.
Monthly: £25
Annual: £200
This change allows me to reinvest in better tools, deeper research, and a higher-quality experience for you.
Here’s what will change
Free subscription
Previews to future deep dives
Market review updates
Access to all previously published articles
Continued access to the Substack chat updates
Premium subscription
Full access to in-depth company deep dives, once a month (10,000+ words)
Exclusive newsletter and portfolio updates
Access to detailed company valuation models (see TSMC example)
Country deep dive reports (new feature)
Investment presentations on single stock ideas (new feature)
Invitation to our quarterly call with an interactive Q&A session (new feature)
Invitation to our in-person dinners (London and New York, new feature)
What’s staying the same
The goal. Global Outperformers has always been about delivering thoughtful, high-quality company analysis rooted in real business understanding, unit economics and long-term value creation. The focus on quality will never change.
If you’ve found the work valuable so far, I’m confident you’ll find even more value in this next phase.
Thank you again for being a part of this journey. Whether you go premium or remain a free reader, I’m grateful to have you here.
Premium subscriptions are now open, and you can upgrade here.
Upgraded, excited to read ur works.
Just gone premium !
Will be well worth it to learn more from the deep dives !
Looking forward to the P2P dinner in London