Dj’s Substack
Getting alphaI am interested in biotech that can generate return, but also many other ideas including value, compelling technical, and option ideas with twists.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 98 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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djacobs272.substack.comLatest Issues
Investing with a modified Greenblatt
In the last article, I described changes to the classic Greenblatt Magic Formula and dubbed the changes as an “Even More Magic Formula.” I also said the names were a jumping off point, and I did not intend to buy and hold equal amounts of t...
An Even More Magic Formula
Part I: What is modified and is it truly better?
In my adjacent note, I explained what was good and bad about Greenblatt’s Magic Formula.
I have been working on a modified Greenblatt Magic Formula. Others have too, over the years. Greenbl...
Why the Magic Formula Can Underperform for Years
Sep 27, 2026 ·
Multi-year lags come from a mix of structural blind spots and regimes that punish the formula’s specific tilt.
Failure modes
- Value-factor droughts. At heart it’s cheap-plus-quality. Value lagged growth for most...
Do you want to use the High Holiday seasonality pattern for edge? You better pray hard!
🧠 The Strategy
“Buy Rosh Hashanah, Sell Yom Kippur” is one of Wall Street’s oldest seasonal trades — older than the modern version most traders quote today (“Sell Rosh Hashanah, Buy Yom Kippur”).
The mechanics:
- Buy the S&P 500 at...
Coherent writing means more substacks
This substack content spans several areas. However, the multiplicity of the expressed interests means that it may be hard to follow each category in a single substack. Each of the areas is important to me and in an effort to provide value t...
Audience Metrics
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Investor. Compounder. Trader. Observer. Portfolio construction.Options
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