About EpsilonTal & Disclaimer
My name is Tal, and I am a full-time private investor. I have been writing on 𝕏 epsilontal for quite a long time, as well as on my website 🔗 beststocks.info.
Disclaimer: I am not a licensed investment adviser. Nothing published here should be considered investment advice, recommendation, or solicitation to buy or sell any security. All content reflects my personal opinions and is provided for informational purposes only. Every reader should conduct their own independent research or consult a professional before making investment decisions.
As I always say, quality capital management and capital allocation are more critical than quality analysis.
I manage my concentrated portfolio carefully by focusing on in-depth research, which enables me to hold significant positions in companies I believe can achieve strong results.
I am passionate about the markets and the business I invest in. I do everything possible to stay in control, lead my portfolio, and prevent the market from leading my decisions.
I engage with my investments not just as a shareholder, but as a partner in the company, considering all perspectives—such as those of customers, management, competitors, and more—and gathering as much data and information as possible to make quick and well-informed decisions. This includes adjusting my positions by increasing or decreasing my holdings as needed.
EpsilonTal-2024 Index
On January 1st, 2024, I published the index “𝕏: EpsilonTal-2024” (search for all posts), which achieved fundamental results of 134% within 18 months (𝕏 see initial publication here).
The purpose of publishing the index to the public was:
— To demonstrate that thorough, in-depth research can enable you to outperform the market.
— To challenge and test myself and my work.
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Disclaimer
The author is not a licensed investment adviser under Israeli law (Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995). All information published in this newsletter is provided for general informational purposes only and reflects the author’s personal opinions at the time of writing.
Nothing herein should be considered or construed as investment advice, investment marketing, or a recommendation to buy, hold, or sell any security. The author may hold, buy, or sell positions in the securities mentioned at any time and without prior notice.
Nothing herein constitutes investment advice or investment marketing that takes into account the special data and the particular needs of any person.
Readers are solely responsible for their own investment decisions and should conduct independent research or seek professional advice from a licensed investment adviser before acting on any information contained in this publication.
This publication is written in English and intended for a general international audience. It is not directed at residents of any specific country or jurisdiction and should not be regarded as investment advice, marketing, or solicitation. Readers are responsible for ensuring compliance with the laws applicable in their own jurisdiction.
Refund Policy
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Retirement of the Publication
This publication is intended to be ongoing. However, if the writer decides to retire or discontinue it, paid subscriptions will end at the conclusion of the current billing cycle. To prevent automatic renewals, new paid subscriptions will be disabled prior to retirement. Subscribers who joined close to the retirement date may be eligible for a pro-rated refund at the publisher's discretion. Past issues will remain available in the archive unless otherwise stated.
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