FRAGMENTS
FRAGMENTS of deep-value research inspired by Peter Cundill — overlooked companies, hidden assets, neglected balance sheets, and $1-for-50¢ opportunities.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 427 | Founded | a year ago | Last Issue | 15 hours ago |
| Active | |||||
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cundilldeepvalue.substack.comLatest Issues
They Start the Fight. You End Up Apologizing.
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The evening was going fine until your partner looked at the dishwasher.
Apparently, you loaded it wrong. There was still room on the bottom rack, but you put one plate on top with the glasses.
Fine. Maybe the plate should h...
Brazil Is Cheap. But Where Is the Deep Value?
Country Deep Value — Brazil
Deep Value Report — STELLANTIS ($STLA)
Hidden Value in plain sight
SHADOW BUILDER — L3Harris: The $4.7 Billion Bet on the Company the Pentagon Could Not Afford to Lose
Lockheed tried to buy it. Regulators stopped the deal. Now the Pentagon is both customer and investor in the company hidden inside America’s missiles.
How Much of Your Future Have You Already Sold?
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It is 06:08 in the morning and everybody in the house is already late. The coffee is running. One kid cannot find a shoe. The other is staring at breakfast without eating much of it. Two lunches are half packed. A phone vibra...
Key Facts
Audience Metrics
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
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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