Edge
Armin HartlEx-PE/HF investor | I break down asymmetric value opportunities in unloved industries so we can invest in fewer, better assets (no advice) | \ud83d\udcda Company deep-dives, industry reports & portfolio breakdowns | \ud83d\udcc8 27.5% CAGR (Nov-22 to Jun-26)
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 51 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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arminhartl.substack.comLatest Issues
Munger's Lucrative Business of Bribing
Hi!
I’m Armin, a former private equity and hedge fund investor. Now I invest independently to find more compelling investment ideas.
Today’s 🔓free episode of Cognitive Edge » covers an incentive driving abnormal profits and, as a result,...
Shopify | An Ecommerce Backbone
The hidden 40% ROCE company growing 30%
10 Lectures and Interviews That Will Make You A Better Investor
Disclaimer: The content does not constitute investment advice or any other sort of advice. Nothing in this post should be construed as a personal recommendation or advice to buy, sell, or hold any investment or security. Full Disclaimer can...
David Einhorn's Lanxess Bet
Now 40% off and with tailwind from European protectionism
Capital Cycle Analysis Says Sell AI, Buy a Hole in the Ground
Hi!
I’m Armin, a former private equity and hedge fund investor who left the industry to find more compelling investment ideas.
One tool of finding said ideas is looking at the capital cycle (CC) - it not only helps you identifying new in...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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The writers behind this newsletter.
Ex-PE/HF investor | Asymmetric value opportunities in temporarily unloved industries (no advice) | CAGR: 27.5% (Nov-22 to Jun-26)
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