Reletter
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Acid Investments

N.R98
Tens of paid subscribers

A value investing journal

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues83Founded4 years agoLast Issue19 days ago
Active

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acidinvestments.substack.com
Artwork for Acid Investments

Latest Issues

Some things of value (DECK, BGSI)

For readers looking outside semis for ideas, I stumbled across a few interesting value setups that should bode quite well into the next year or so:

Deckers (DECK)

Acid Investments has had a strong history of trading in retail - one of...

19 days ago
12

Some Korean Value (Global Tax Free, Geumhwa PSC)

The Korean stock market is a fascinating one. Recently resurrected from the dead, the KOSPI is up significantly YTD, despite the recent carnage. One might think the Korean market as a whole would have been well picked over but the strong as...

24 days ago
12
4

Quick deep value idea - Vaso Corp

Double posting day especially whilst I’m on vacation. But what’s vacation without some therapeutic writing. I ate way too much beef for dinner so I won’t be able to sleep early anyways. Here’s a quick idea that I just snagged some shares fo...

a month ago
13
3

A quick note on some old names and new names (SK Hynix, GFL)

I’m writing this from a hotel breakfast lounge so pardon me for any writing errors or whatsoever. I’m just going to keep this very quick and informal so I can head out asap as the weather at where I’m at is quite glorious today.

The entir...

a month ago
8

Two incentive-based ideas (CODI, KYVO)

Today was very surprising. I checked out my corporate governance screener and lo and behold, was greeted by two very interesting compensation packages, awarded to two companies recently.

I plan to add these two ideas into my incentive-bas...

2 months ago
6
2

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  • Frequently Asked Questions

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