Reletter
Artwork for East Island Invest

East Island Invest

An independent investing newsletter focused on high asymmetric value ideas. Pure research, not investment advice.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues14Foundeda year agoLast Issue6 days ago
Active

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Artwork for East Island Invest

Latest Issues

Quietly Compounding.

Update on my cash-printing Japanese core holding.

One of the companies where I have significant exposure, and where I have high expectations for the future, released its quarterly report recently (Q3 2026). This is actually their third qua...

6 days ago
4
4
Paid

Management Call.

Learnings from meeting with Entravision Communications.

In my year to date update, I commented on Entravision (EVC).

a month ago
2
Paid

A Transformation Story.

Research Report.

2 months ago
4
Paid

Year to Date Reflections.

65% YTD and updates on the ideas profiled.

I owe some updates on the ideas profiled. Further, I find a commentary on some of my larger holdings, or cases I find interesting, appropriate.

2 months ago
4
Paid

The Bargain Ticker Becomes East Island Invest

Dear all,

Due to various reasons I decided to change the blog name to East Island Invest from The Bargain Ticker.

This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber....

2 months ago
4
2

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  • East Island Invest

    Running a small private investment company. Searching & uncovering securities in global markets, favoring ideas with asymmetric upside and optionality characteristics.

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