Searching for deeply undervalued securities across the globe. https://twitter.com/DaikokuCap
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 37 | Subscribers | Read | daikokucapital.substack.com |
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We spoke to Richard Cook from Clarion Housing, the largest housing association. In addition, Clarion works with Vistry on affordable housing projects, and they currently have 40 JVs+ throughout the UK. During the call, we got more clarity o...
Before starting, I would like to thank everyone who has done existing work on MFC. Your research has been invaluable to me and has helped me understand the business to a greater extent.
This is something informal and more so for the sake of posterity.
Having spent the last couple of weeks diving into the company and the ‘products’ they offer, I have concluded that AIX is a fraud with the characteristics of a Ponzi scheme run by a bunch of crooks. They prey on people’s lack of understandi...
The writers behind this newsletter.
I am an undergrad student at Stern who is fascinated by value investing and is committed to compounding value in public equities.
I am undergraduate student studying finance, math, and computer science at the Stern School of Business. At Stern, I manage a portion of the Stern endowment using a long-only fundamental strategy strongly grounded in Buffett's ideals.
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