General Situations & Co.
Alejandro MPI help investors uncover stocks Wall Street completely ignores. I research obscure, deep market mispricings where the downside is protected by cash, assets or business fundamentals.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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generalsituations.substack.comLatest Issues
Portfolio Update - September 2026
Monthly update on the portfolio, including the addition of 1 new security, changed in the categories, an the close of 3 positions.
General Commentary:
Why Is Korea’s #1 Interior Contractor Running a $430M Hedge Fund?
Kukbo Design is the leader in South Korea’s interior construction market, holding the number one industry ranking for fourteen consecutive years. Yet, if you look at how the market prices this business today, you would assume it is a distre...
Portfolio Update - August 2026
Monthly update on the portfolio, including the addition of 2 new securities and the current opportunity set.
Author Notes:
I've Enabled Paid Subscriptions
I never started this newsletter to sell anything. I mostly write because it helps me think and learn. It also makes position sizing far easier.
Publishing here also encouraged me to write the kind of investment research I wanted to read m...
Inzisoft: The Korean Sanborn Map (But Better)
At first glance, there is nothing particularly remarkable about Inzisoft. It is a small mature Korean software company which serves the financial sector.
Revenue has declined since the 2022 merger, growth appears modest, and it’s a very i...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for General Situations & Co..
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I help investors uncover stocks Wall Street completely ignores. I research obscure, deep market mispricings where the downside is protected by cash, assets or business fundamentals.
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