Painstaking fundamental research on mispriced assets. Recommended by Dr. Michael Burry. Deep-dive investment sagas for the skeptical contrarian.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 54 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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bearstone2023.substack.comLatest Issues
The Chains Buffett Forged
They say the chains of habit are too light to be felt until they are too heavy to be broken. The chains you put around yourself now have enormous consequences as you go through life.
— Warren Buffett, University of Florida, 1998
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MercadoLibre: The Amazon of the Amazon
Where Amazon Is Playing Catch-Up
There is a version of this story that starts with a Stanford business school student and an eBay clone. That version is technically accurate and almost entirely misleading. What Marcos Galperin built in Bue...
Bear Cave on Kinsale: Assessing the Claims
An Honest Assessment of the Bear Claims
After my initial response to the Bear Cave short thesis on Kinsale, I said I’d address the remaining claims in the non-paywalled section.
An Ode to Vicki Hollub
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When news broke that Vicki Hollub would be stepping down as CEO of Occidental Petroleum, I’ll be honest — I felt a little bad for her. The stock has traded essentially flat over her decade at the helm, and that’s the number m...
Silver Bullet
Looking into the E&S insurance market
Before I get into where I’m looking right now, I want to establish a baseline — because the jargon in insurance can make it hard to follow the logic without it.
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Authors
The writers behind this newsletter.
Equity Analyst & Founder of Bearstone. I identify wide-moat, high-FCF companies mispriced by short-term sentiment. My research focuses on deep-value rigor and capital preservation. Followed and recommended by Michael Burry.
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