General Situations & Co.
Alejandro MPI uncover undervalued investment opportunities by analyzing market mispricings, special situations, and asymmetric risk-reward profiles across global equities.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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generalsituations.substack.comLatest Issues
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)
Buying $1 of cash and securities for 60¢ while receiving a highly defensive software business for free.
At first glance, there is nothing particularly remarkable about Inzisoft. It is a small mature Korean software company which serves the...
Portfolio Update - July 2026
An update on the portfolio, including: 5 securities being sold, the addition of 3 new securities, and the current opportunity set.
Author Notes:
Buffett's Ground Rules: The Partnership Letters
I’m sure you’ve heard Buffett’s ideology. Buy great businesses at fair prices, and hold on for dear life. That’s what he did in Berkshire Hathaway.
But how did he amass such wealth before managing Berkshire?
Before the holding company, be...
Buy the Cash, Get the Business for Free - Sewoon Medical
This Korean business has been operating for over 55 years, is capital light, consistently profitable, carries zero debt - and trades below its own net cash.
The enterprise value is negative. It is a Graham net-net of the sort the early Bu...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Uncovering undervalued investment opportunities by analyzing market mispricings, special situations, and asymmetric risk-reward profiles across global equities.
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