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.