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Passing the Torch Newsletter · Jul 12, 2026

Revealing our equities portfolio...

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Sharing with our paid subscribers all the stock we own, and the ones we plan to buy.

We often write about stocks—the ones we believe in, the stories we like, the things we don’t think will happen, etc…We, in our own time, make trades out of these beliefs — we think we ought to start sharing with our readers what those trades are and how they have performed in the past.

Take everything with a grain of salt and remember we are not investment advisors and we likely hold positions in one or all of the stocks we discuss at any given time. Please do your own due diligence.

Now, if you’d like to see the names we own and the three we plan on buying, you can see so below (we will also be posting three-part write-ups for paid subscribers on each of the three we plan on buying, as well as any other names we plan to buy in the future):

Passing the Torch Newsletter is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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Read on bycig.substack.com

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