Contrarian and Correct
Contrarian and CorrectI spend most of my time reading, thinking, and talking about businesses. Sharing what I find — hopefully before everyone else.
| Platform |  | Pricing | Freemium | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 9 | Subscribers | Read | contrarianandcorrect1.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Sony’s Spinoff: A Greenblatt-Style Setup?
### Greenblatt
Why the Market is Undervaluing $300M in Cash and $2.7B in NOLs
Aligned incentives and a hidden structural edge create an under appreciated opportunity
500 Subscriber Milestone Giveaway!
Thank you for subscribing and following along as I dig through the OTC the hard way (A-Z) looking for special situations and value overlooked by others.
This Microcap CEO Owns 20% and Put the Strategy on YouTube—Almost Nobody Saw It (290 Views)
When the market offers you a security, you should ask: who’s on the other side of this trade? Do they know something I don’t?
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Authors
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I spend most of my time reading, thinking, and talking about businesses. Sharing what I find — hopefully before everyone else.
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