Welcome to Uncommon Profits by Luke Wolgram
Uncommon Profits provides like-minded investors with a newsletter dedicated to identifying potential buying opportunities in individual stocks. The paid version delivers a new or revisited well-researched investment idea when I find them (this could be as little as a few a year or as many as a dozen per year depending on the opportunity set in the market).
Who Is Luke Wolgram?
I am ranked in the top 25 financial bloggers on tipranks.com at number 20 as June 1, 2021. I have amassed an audience of over 7000 followers across Seeking Alpha and Twitter. I have one of the highest followers to published articles ratios on all of Seeking Alpha. I have gained popularity for my call on Xpel Inc., which I originally rated as very bullish back in June 2019 when the stock was trading for less than $5.00 per share. As of June 16, 2021, the stock trades near $90 per share (and yes, I still hold shares).
Investment Style
I like to invest in companies actively growing revenue and profits over time trading at attractive prices on a multiples or discounted cash flow basis. Generally, I look for companies that have or could one day have high ROIC and ROIIC metrics, plenty of operating leverage, and a very long runway for re-investment at high returns on capital. I do not limit myself to investing in these companies exclusively, however, and may pursue other opportunities as they arise. Ultimately I am trying to compound my money at the highest risk-adjusted rate of return I can and will pursue the opportunities that I think have the highest IRR going forward.
What Is Uncommon Profits?
Uncommon Profits is ultimately designed to be an independent investment research newsletter dedicated to finding outsized returns in competitively advantaged and undervalued stocks. The newsletter currently focuses on smallcap and microcap stocks and is generally industry-agnostic. I may occasionally cover a mid-cap company as well.
For just $25 USD per month or $150 USD per year, you get full access to my best ideas and best research. Posts are usually 1500-2500 words. I try to update readers on my own holdings as often as possible. I also make every attempt to be 100% transparent with what I own and what my plans are for my own personal portfolio in the near term.
I genuinely believe my newsletter is one of the best values out there. Many newsletters can charge hundreds of dollars per month. I have covered multiple stocks that have returned triple-digit percentages within a few months. While I certainly cannot promise these returns in the future, I do believe that well-researched ideas will generally outperform the overall market. If, however, you are unhappy with your subscription, reach out to me within 7 days of signing up, and I will personally issue you a full refund (note - if you cancel on substack, your subscription will not be refunded and will simply not renew at the next billing period. Instead, contact me directly at lukewolgramsubstack@gmail.com for a full refund).
Join hundreds of like-minded investors that receive Uncommon Profits straight to their inbox by subscribing today.
