FRAGMENTS
FRAGMENTS of deep-value research inspired by Peter Cundill — overlooked companies, hidden assets, neglected balance sheets, and $1-for-50¢ opportunities.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 448 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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cundilldeepvalue.substack.comLatest Issues
NORDSTROM — The Department Store I Actually Miss
I loved going to Nordstrom in Canada even when I had nothing to buy. Years later, I started looking into why those stores disappeared and ended up finding something much bigger: a family that wanted its company back for years, finally got i...
SPECIAL SITUATION DOSSIER — Redwood Trust ($RWT)
Activists, asset value, and what may be left for shareholders
DEEP VALUE REPORT — Sportsman’s Warehouse Holdings ($SPWH)
Hidden Value in Plain Sight
The Art of Corporate Bullshit: Everybody Is Excited
Management is very excited. The photocopier is out of paper.
You would think those two things have absolutely nothing to do with each other. In a corporation, they can explain almost everything. Management keeps telling employees to take o...
SPECIAL SITUATION DOSSIER — Mercer International ($MERC)
Who Owns Mercer When This Is Over?
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
FRAGMENTS finds the pieces the market leaves behind — hidden assets, neglected balance sheets, broken stories — and puts them together before the crowd does. Deep value in the spirit of Peter Cundill.
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