General Situations & Co.
Alejandro MPUncovering obscure, deep market mispricings where the downside is protected by cash, assets or business fundamentals | Model Portfolio: +9.2% since April 2026
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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generalsituations.substack.comLatest Issues
The Weekly Idea #1 — When a Declining Business Becomes Too Cheap
Welcome to the first security of The Weekly Idea!
Most Mondays, I’ll share one security that I find particularly interesting. Most of these will be stocks, but I don’t want to restrict the format to equities. If I find an attractive bond,...
You Are Probably Speculating (Even If You Think You’re Investing)
Most people who believe they are investing actually aren’t. And you might be one of them.
Every so often, those who call themselves investors tend to forget what the word actually means. With AI related stocks appreciating significantly in...
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:
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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Uncovering obscure, deep market mispricings where the downside is protected by cash, assets or business fundamentals | Model Portfolio: +9.2% since April 2026
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