Team
Mike Gorodilov is one of Europe’s leading investment writers, with 1,000+ published pieces and an 80% hit rate. He previously co-founded or led content programs for multiple fintechs in Eastern Europe and around the world. Mike holds a BA in Journalism and an MA in Economics and Business from University College London.
Mike Kafanov (LinkedIn, X) has led Tinkoff Journal — one of the world’s largest personal-finance publications, reaching over 40 million monthly readers — at a leading publicly traded, digital-only bank. As Director of Content Marketing, his team launched a Top 10 finance app (per Apple) and earned TikTok’s #TopBrand award. He has co-founded multiple marketing agencies and founded several newsletters, including one of the biggest projects in Eastern Europe. Based in London, Mike is CMO at a global trading brand and a consultant to fintech companies on content marketing and brand media.
Ideas
Opportunity Report covers companies around the world, across all industries and market caps. Our typical holding period is a year or longer, and most ideas target multiyear growth.
Around 95% of our ideas back the long-term success of individual businesses. We rarely write about ETFs and almost never recommend shorting, even though we use ETFs and shorts personally.
This newsletter is one data point for your decisions — not a get-rich-quick playbook. We’re fans of dollar-cost averaging into the S&P 500, but we also enjoy the challenge of spotting great businesses before the market does — and we’re building Opportunity Report for like-minded investors.
We put our money where our mouth is: the authors typically hold positions in the companies we feature.
Praise
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