Always Be Investing
Always InvestInvesting thoughts and ideas from a value investor in training.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Subscribers | Read | alwaysbeinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Bill Ackman and the Howard Hughes deal
This will be a brief piece on this, but I wanted to lay out some thoughts I believe many ignore wilfully, or perhaps are just unaware of? For transparency I have been a Pershing Square Holdings (PSH) shareholder, it is a FTSE 100 investment...
What to look for in Boston Omaha's 10Q this week
This will be quite a brief piece, but I thought it worth laying out what I feel are some key points to focus on for the Boston Omaha earnings release that will likely be out tomorrow just after Sky Harbour’s earnings release or certainly la...
Unilever 1H 2024 - Efficiencies starting to show
If you are reading this then I have won half the battle. Just getting anyone to engage with a Unilever discussion is tricky, in part due to the nature of it being a large consumer conglomerate, and likely even larger part due to its lacklus...
Boston Omaha - let the buybacks commence!
Yesterday (25th July 2024) Boston Omaha announced a $20m buyback. Whether they buyback much or not is not actually the most important factor in my view, it is the signal. Before I explain my thoughts on this lets look at some key elements o...
Authors
The writers behind this newsletter.
A value investor in training, sharing thoughts and ideas.
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