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 | 18 | Founded | a year ago | Last Issue | 17 days ago |
| Active | |||||
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generalsituations.substack.comLatest Issues
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)
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...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for General Situations & Co..
| Subscribers | Engagement | 73 | 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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