Understand why
it caught my eye.
We’ll look at the company, its market, and the evidence behind the idea. You’ll see my reasoning and the questions that still need answers.
Investing, with a wider perspective
One stock.
The reasoning.
The follow-up.
A closer look at investment ideas, from why a stock earns my attention to what happens after I feature it.
Subscribe on YouTubeFollow the weekly stock review
A reason to come back
Follow the idea.
Then follow the evidence.
Each week, I’ll select a stock from the research behind Wealth Velocity and Stocks3D, explain why it interests me, and revisit earlier selections.
Understand why
See how the
reasoning holds up.
We’ll return to earlier stocks, including the ones that disappointed. What changed? What did I miss? Does the original case still make sense?
Look beyond
the familiar names.
Along the way, we’ll explore ideas that broaden your understanding of investing and help you decide what deserves more research.
A note from Allen
I’ll show you
my thinking.
Allen Maxwell
My perspective brings together financial markets, software development, and teaching.
I previously held a brokerage license and studied toward becoming a Certified Financial Planner. I’ve spent 40 years developing software for financial technology, and I teach at Quant Institute.
That experience shapes how I explain an investment idea: the evidence behind it, the questions still unanswered, and what would make me reconsider. I choose the stocks myself using the research behind Wealth Velocity and Stocks3D, then return to see how the reasoning holds up.
One-on-one conversations
Let’s start with
what you need.
Have a question you’d rather discuss personally?
We can start with a 10-minute Google Meet. Tell me what you’re looking for, ask your initial questions, and we’ll see whether working together would be a good fit.
Email me with a short description of what you’d like to discuss, your time zone, and a couple of times that work for you. I’ll reply to arrange the meeting.
Email Allen to arrange a callThe introductory call is a conversation about your needs and the scope of possible help.
Keep following the story
Let’s see what
happens next.
A stock. A clear explanation.
A return to the evidence.