310 Value’s Newsletter
310 ValueHidden compounders, complicated stories, great businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 43 | Subscribers | Read | 310value.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Secure Waste Infra Corp - Hidden Compounder + A Special Situation
In April of 2024, I wrote the article Secure Energy Services – From Volatile to Durable Earnings (4), which discussed how the then Secure Energy Services (together with Secure Waste Infrastructure Corp. “Secure”) had transitioned from being...
Brookfield's New Lawsuit
Brookfield Corp. (“Brookfield”) and Brookfield Asset Management (“BAM”) were hit with a lawsuit on May 8, 2025 by a former employee who claimed that he was terminated for “(i) refusing to accept a bribe and agree to help them engage in wron...
SigmaRoc’s Capital Markets Day
SigmaRoc (aim:src), the leading lime and limestone provider in Europe, held their Capital Markets Day on May 6th. The business is interesting. Its products, lime and limestone, are necessities to modern life. While the video of the entire d...
Brookfield Corp. - Get a Buck for Fifty Cents
I started this article earlier in the year. Finishing it has been a nice distraction from the Tariff Tantrum, which has given us an even more attractive price.
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Authors
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Independent Thought, Creative Insights, Relentless Discovery
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