Asymmetric Ventures
Asymmetric ValueEuropean investor focused on asymmetric investments: Low downside and high upside potential.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 74 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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asymventures.substack.comLatest Issues
2. Rentokil
Reviewing Rollins rival, which trades at significant lower multiples
In the prior post about Rollins we concluded that it was quite expensive at 40x FCF despite being one of the best best and most defensive businesses out there.
Rollins
The Quiet Compounder of the Pest-Control Aisle
Dear readers,
Uber 1Q 2026 Results
Excellent results, as expected
Uber Q1 2026: Reading the Quarter
Antin Infrastructure Partners
2026 Update - Reaching the inflection point
Disclaimer. Please read full disclaimer at the end of the page before reading the article. This publication is only for information and entertainment purposes. It doesn’t constitute financial adv...
Moody's Corporation
Disclaimer.
Disclaimer. Please read full disclaimer at the end of the page before reading the article. This publication is only for information and entertainment purposes. It doesn’t constitute financial advice.
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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