April 2025 - Portfolio Letter
Reinforcing core positions and buying a new stock
Welcome to the April 2025 Portfolio Letter.
In April, Summit Stocks passed 1,000 readers. To the 99 new members who joined last month: welcome.
But the biggest news: Summit Stocks Premium is now live.
Each month, premium members get:
A high-conviction stock thesis (first one’s already live)
Monthly Portfolio Letters like this one
Detailed stock updates and in-depth valuations
And starting next week, we’ll roll out access to Summit’s Analytics—our research tool with data on 60,000+ stocks—for premium members only. It’s still a minimum viable product, but powerful already. You’ll soon see:
Built-in valuation models
Earnings transcript access
Watchlists & a powerful stock screener
These tools are built to save you time and sharpen your decisions.
Right now, you can join for just €105/year (30% off).
The discount is available to the first 40 premium members only.