Michael Lasota
- Dec 17, 2023
- 1 min
Copernicus Investment Research, LLC was founded by Michael Lasota, CFA, an equity analyst/professional investor with 13 years of experience working at well-regarded Wall Street asset management firms—T. Rowe Price and William Blair—doing in-depth industry and company research, establishing relationships with companies and industry participants, and recommending and monitoring investment recommendations for portfolio managers. His recommendations generated significant outperformance vs benchmarks over multi-year time periods. Michael achieved these results by identifying attractive entry points for companies with a) competitively advantaged positions, b) superior business models, and c) capable and properly incentivized management teams. At Copernicus Investment Research, he uses the same approach to generate market-beating investment ideas for you to help you grow your wealth & reach your financial goals.
The CWB Model Portfolio is a THEORETICAL ONLY portfolio intended to help serve as a tool to measure the performance of the stock picks featured in CWB vs the overall US equity market.
Please note that comparison of performance against the market or SPY is solely based on past performance and is not an indication of future success.
Please see Disclosures & Disclaimers for additional details.
Copernicus Investment Research offers two subscription plans for its Wealth Builder stock picking newsletter:
Monthly Plan: $30 per issue (we dislike gimmicks…it’s just a penny more than $29.99 😊)
Annual Pre-Pay Plan: $300 for 12 issues (pre-pay for 10 months and get 2 months free)
If you decide that the Copernicus Wealth Builder is not for you, you can cancel anytime and you won’t be billed beyond your current subscription period.
We aim to recommend 6-12 new investment ideas each year. Each month’s issue will either contain an in-depth analysis of a timely & buy-worthy investment idea, or a company or industry deep-dive where we think it’s worth getting educated ahead of time so our readers are ready to act when the time is right. We focus on recommending the very best investment ideas when Mr. Market decides to offer them, not when the calendar turns the page each month.
What all of this boils down to is that for about a dollar a day (less than that if you choose the annual plan), you get access to an investment newsletter with timely & well-researched ideas and special alerts intra-month as appropriate. And you get all this from someone with a track record of stock picking success on Wall Street who puts their money where their mouth is (e.g., personally invests in the stock picks highlighted each month). Whether you are an individual investor looking for a good place to invest your hard-earned money or a professional investor always on the hunt for new investment ideas, you’ll be hard-pressed to find a better return-on-investment proposition.
FREE ISSUE:
For a sample of our work, please see our December 2021 blog post. The December edition of Copernicus Wealth Builder is free for download to anyone visiting our website. See the bottom of this page or click on the "Newsletter" tab on the main menu.
SPECIAL PROMOTION:
Still need to think this over? We understand. But you know the saying: the early bird gets the worm. Subscribers who join us early will enjoy lower access costs and won’t miss out on each month’s investment ideas. And right now, we’re also offering a special early-bird discount to those who opt for the annual plan (for backing us right out of the gate and for helping us spread the word): get an incredible 83% off your first-year rate. This is the lowest price we'll ever offer and a limited time promotion, so take advantage before it expires!