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 | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 9 months ago | Last Issue | 9 days ago |
| Active | |||||
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generalsituations.substack.comLatest Issues
A Mispriced Cash Machine in Software - Arcontech
This is one of the most interesting opportunities in public markets. It’s my biggest personal position, accounting for 30% of my portfolio.
Arcontech is a financial middleware provider deeply embedded in clients’ data base, with extremely...
Portfolio Update, May 2026
Portfolio Allocation, May 2026
Author Notes:
The portfolio’s return since inception on April 2026 is roughly 3%, vs the S&P 500’s 7.7%.
The general stock market keeps on booming, and I don’t believe this type of performan...
My Approach To Outperformance
Most investments out there are mediocre. Some are high quality businesses trading at prices with no room for error. Some are priced below their cash on hand but are in terminal decline, diluting shareholders.
However, in a world full of e...
General Situations & Co. — Inception
Portfolio Allocation, April 2026
General Situations & Co.
Author Notes:
I am pleased to announce the launch of General Situations & Co., an informal investment “partnership” formed to achieve long-term capital appreciation th...
Most Investors Copy the Wrong Buffett
Most investors don’t misunderstand Warren Buffett. They misunderstand which Buffett to study. Because there are really two distinct people in terms of strategy:
- The Buffett who ran a small, opportunistic partnership in the 1950s-60s...
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'm a value investor, buying great businesses at incredible prices. I publish write-ups on companies, investing wisdom, and my entire portfolio on here, for free.
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