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Artwork for Acid Investments

Acid Investments

N.R98

A value investing journal

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues30SubscribersRead acidinvestments.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Finding a bargain in Five Below (FIVE)

#### Introduction (If you hate my story-telling, please scroll to the Background section)

3 months ago
16
4

Awakening a sleepy stock (FARM)

“Life is like a cup of coffee, it is best made with love…”

4 months ago
10
0

Sifting the debris with Target Hospitality (TH)

This is a quick idea possibly worth a punt from here - a hairball of sorts at this point but asymmetric to the upside. One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a ...

5 months ago
10
1

A trading framework: Calling the recoil

Regular readers of this blog may know that I love tinkering with setups. Recent profitable ideas of late have come from identifying mispriced situations primed for profit e.g. TDS-PV and FF. Whilst a lot of focus in investing is on deep div...

5 months ago
7
0

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Authors

The writers behind this newsletter.

  • N.R98

    Private investor.

  • Frequently Asked Questions

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