Deep fundamental thinking on equities, business, and geofinance.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 241 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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META Deep Dive: Opportunity or a Trap?
75%…
This could be a ratio in a recipe, a discount on a certain product, or even an appreciation in the value of an asset.
It could be anything.
However, you would never guess it would be a loss in valuation of one of the biggest and bri...
🚨Trade Alert 19: One Exit, One Trim, Two Top-Ups and One New Position!
Rebalancing the portfolio by further cutting large cap exposure and reallocating to small-caps.
“There is something wrong in the market.”
Buying This Small-Cap Stock with 100% Upside Potential!
Growing small-cap company at a no-brainer valuation.
Where does the investment success come from?
Uber: The Market Is Wrong, Time to Buy!
If I were to reduce how to succeed in the market to one sentence, I would refer to great Charlie Munger and say just one sentence—buy the best companies possible.
Indeed, if you can just buy the best companies, the chances are great that y...
It's Time To Be Bullish On Compute, Again.
All the best investors share a common trait—they gather many related and seemingly unrelated ideas, turn them into mental models, and draw on these to make decisions.
Charlie Munger calls this “latticework of mental models”:
In investing,...
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Authors
The writers behind this newsletter.
Analyst. I write about undervalued global stocks with durable competitive advantages and occasional essays on investing.
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