A number of my investment thesis briefs now appear on the ticker pages of Yahoo Finance. You can see 2 examples below:
Scroll down to the Featured Community Analysis section. These will be available as long as my thesis remains relevant.
Over time you will see these show up on more stock tickers where I provide coverage.
Keep in mind, these are just briefs. The full analysis is posted on the Astute Investor’s Calculus website and Inner Circle members have full access to these, along with growth optimal portfolio allocations as well as entry and exits.
Portfolio Performance Update – YTD, Jan 1 2025 – Jul 25 2025
I run 4 different portfolios accessible to the Inner Circle members. Of these 4 portfolios, 3 of them are beating the S&P 500 this year. The flagship Small Cap Value portfolio is trouncing the S&P 500 with a 24.3% gain YTD compared to 9.3% gain in the broader market index.
Please note that all returns are Total Returns (includes dividends assuming reinvestment). All returns are also time weighted returns (TWR), calculated the same way returns are calculated in a mutual fund, by adjusting for the influence of capital inflows and outflows.
I have restructured the Rapid Wealth Compounder Portfolio in the last 2 weeks to generate higher levels of cash flows that you can use to compound by reinvesting, or, replace your job income or to fund the other 3 portfolios as needed. The goal for this portfolio is to compound the cash income by growing number of shares owned. Capital gains is not a primary concern.
The average returns with all 4 portfolios taken together is 14.2% YTD.
You can sign up for the Inner Circle here, or the equivalent Founder’s Club on Substack. The Substack version is more expensive and gives you the same information as the Inner Circle here. I may look to consolidate all memberships at this website in the future.
Shailesh Kumar, MBA is the founder of Astute Investor’s Calculus, where he shares high-conviction small-cap value ideas, stock reports, and investing strategies.
His work has been featured in the New York Times and profiled on Wikipedia. He previously ran Value Stock Guide, one of the earliest value investing platforms online.
Subscribe to the Inner Circle to access premium stock reports and strategy insights.
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