Digital Creators & Consumers
The Digital Transformation: Investing in the Architects of Tomorrow
Embark on a financial journey with the letter that has been pioneering the digital wealth wave for 25 years. It's not just about the stocks. It's about owning a piece of the companies that are the backbone of the digital transformation. Claim your share of the digital era's spoils with our precise, powerful analysis.
What you get
Portfolio, analysis and timing of up to 15 amazing companies like Nvidia and Broadcom that are driving the digital revolution.
You also get twice a week deep dives into the companies creating the tech and the companies utilizing that same tech.
When you get it
Twice a week, on Tuesdays and Thursdays.
Why you want it
Stay up to date and make a fortune on technology that's changing the world and on the companies best using it.
The digital transformation is the biggest business story of our lifetimes. Here are the companies building it, and the handful worth owning.Our flagship letter, 25 years strong, formerly known as the ‘Strategic Advantage.’
This is the letter that has created hundreds of millions of dollars for thousands of readers. This is the letter that has been talking about the Great Digital Transformation since the late 90s. It’s the letter that called the great financial collapse of 2008 in 2007 before it happened. It’s the letter that had its members investing in Nvidia in 2011. And more recently it’s the letter that was investing in AI stocks in 2017 and called the yearly low of the market to the day for the last two years.
This is your guide to staying ahead of Wall Street, and your Strategic Advantage.
With Compound & Conquer we own the ETFs and the 3% of stocks that produced 52% of the wealth the market created in the last century. With Digital Creators & Consumers we go straight at the companies themselves.
Invest in fast-growing makers and users of digital transformation software, hardware and services.
The Digital Creator & Consumer portfolio gained 65.44% in 2023.
We recommend allocating 20% of your investment portfolio to this service.
What will you get?
We’ll tell you whether to get invested, stay invested, or bail in no uncertain terms.
Variant Perception
Access to the member portal, where you can ask Jon anything.
Deep Dive Reports + Recommendations
Twice a week, the report includes a fresh, provocative, fascinating study of a technology or market development that will help you either profit or avoid losses.
Portfolio Tracking
Up to 15 stocks that are shaping the future. The portfolio is divided into watching, short-term holdings and long-term 'core' holdings.
Up To 20 Trade Alerts
A Month
From Digital Leverage.
Recent Trades
We'll step aside while we let the results speak for themselves
+243%
Nvidia
+153%
Costco
+167%
Cadence Design
+98%
Pool Corp
+60%
Pro Logis
Why Digital Creators & Consumers
Stay confidently up to date with the markets
Expert Analysis
Never have to worry about your portfolio again! We are watching it like a hawk.
Real-Time Trade Alerts
Alerts and letters delivered by email.
Portfolio Track Record
This portfolio was up 66% in 2023.
One system. Four levels of conviction.
Start with the foundation. Add the growth engine. Then trade the leaders with the pros. Every publication reports its results, winners and losers alike, every month.
Compound & Conquer
Own the 3% of Stocks That Actually Create Market Wealth
- Monthly Compound & Conquer Report with 2-3 high-conviction stock ideas and clear buy ranges, so you always know where new money goes first.
- Full 70-stock “3%” universe of dominant, cash-rich compounders, with eight years of real-world performance and plain-English theses.
- Concise daily end-of-market journal, so you know what moved, what mattered, and whether you should act, in under five minutes.
- Simple 3% ETF portfolio that lets you get invested immediately while you gradually build concentrated positions in individual winners.
- Built for self-reliant investors with $50K+ to deploy who want above-average, long-term returns through focused ownership, not day-trading.
Digital Creators & Consumers
The Digital Transformation: Investing in the Architects of Tomorrow
- Twice a week fresh tech analysis.
- Directly own a portfolio of 12-15 companies building the digital transformation, the biggest business story of our lifetimes.
- Every position comes with its thesis, its buy level and its sell level.
- Recommended as 20% of your portfolio.
- Bonus: Know about the companies creating the infrastructure for the AI revolution.
Digital Leverage
Amplify Your Earnings
- Leveraged ETFs and options of large tech stocks, for shorter holding periods and income for now.
- Up to 20 high-potential trade alerts per month, hand-picked, AI-optimized trades targeting short-term, high-impact gains.
- The goal: 120% a year. Year one: delivered.*
- Trade right alongside our experts, every step of the way.
- 3-6 positions held at any given time.
- Market commentary and weekly strategy sessions, so you understand exactly where the biggest opportunities are.
- A path to 40-80% gains per trade.* We target short-term moves with clear entry and exit points.
Markman Quarterly
A Premium Investment Research Service
- Our quarterly report supplies comprehensive, high-level investment research with clear macro and market outlooks.
- Data-Backed Market Sentiment Reports
- Stock Market Valuation and Risk Assessments
- Actionable price levels on key indexes and sectors so you know where professional money is watching, entering, and exiting.
- The “Stocks We Love” List: A rigorously curated selection of top-tier businesses riding powerful secular trends like digital transformation, AI, reshoring, and energy security.
- Unlike daily noise-driven commentary, Markman Quarterly emphasizes discipline, patience, and aligning your portfolio with long-term secular shifts that transcend short-term volatility.
The BOMB
Every Markman publication for one price
- The Perfect Portfolio.
- Build wealth for later and income for now.
- We call that the Big Ole Markman Bundle, or The BOMB for short.
- All of our services, plus Markman Quarterly, for one price.
- Value: Markman Quarterly alone is $8,000 a year. The BOMB is $5,000 a year and includes it.
- Bonus: Members-only “Ask Me Anything” section, a $10,000 annual value, free.
- Bonus: Access to anything we launch first.
- Bonus: “Reminiscences of a Stock Operator – Annotated Edition” — free gift.
FREE. EVERY FRIDAY.
The 3% Letter
97% of stocks bleed to the S&P 500. Here's how you find the 3% that don't.
Every Friday I sum up the week's fight between the bulls and the bears, then name the top-3% companies worth your attention next. Three minutes. Three decades of research. 4,100 readers and counting. Free.
Disclaimer : Results are in no way guaranteed. Past results are no guarantee of future returns. All accounts may not achieve comparable results. Recommendations are leveraged and speculative, so only use risk capital, i.e. money you can afford to lose. All results show ex-commissions and fees. Options trading involves the risk of substantial loss. Markman Capital Insight publishes independent research; nothing on this site is personalized investment advice.
© Copyright 2026 Markman Capital Insight, LLC
© Copyright 2026 Markman Capital Insight, LLC