Cundill Deep Value
FRAGMENTSPlain, disciplined analysis on overlooked companies — deep value, hard assets, and hidden opportunities the market ignores.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 375 | Founded | 9 months ago | Last Issue | 5 days ago |
| Active | |||||
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cundilldeepvalue.substack.comLatest Issues
Mattel: The Brands Everyone Knows. The Value Few Agree On.
Barbie, Hot Wheels and UNO are obvious. The value question is not.
Mattel has an unusual problem for a public company.
Deep Value Report — Goodyear Tire & Rubber ($GT)
Hidden Value in plain sight
What GT really is, and why the stock got hit
Deep Value Report — Kohl’s Corporation ($KSS)
Hidden Value in Plain Sight
What KSS really is, and why the stock got hit
Fund Manager Series — Eric Cinnamond: The Price Before the Stock
The Palm Valley manager who makes every stock earn its way out of cash.
Most managers say no in letters. They say they are cautious, selective, patient, disciplined. They say valuations are high. They say the opportunity set is thin. They...
MAY DEEP VALUE — Eight Names We Covered, with Bear/Base/Bull Cases and Price Ranges for Each
Hidden Value in plain sight
May gave us eight stocks that looked cheap, but not for one neat reason.
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
\ud83d\udc49 Simple employee turned deep value investor ✦ Command-center discipline in markets ✦ Hidden assets, $1-for-50¢ opportunities
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