Gerar’s Business and Strategy Newsletter
Gerar Ali NawabThe views of Gerar A Nawab on markets, stocks, business strategy, and more.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Subscribers | Read | unfairvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Biglari Holding: Steak'n Shake Shakes Things Up
For more detail on Biglari Holdings, see the original write-ups.
Blend Q2 Take: Good Quarter, Guidance Disappointed the Street
Blend reported a quarter in line with prior guidance, alongside the announcement that its head of finance will be replaced. Such changes can sometimes be interpreted by the market as a sign of financial trouble. In this case, however, the i...
Herbalife Q2 Results: Transformative Product Releases
Herbalife reported Q2 earnings in line with prior guidance. EBITDA and cash flow were healthy, consistent with recent quarters. In my view, this was a solid quarter driven primarily by sales of Herbalife’s legacy products—shakes, aloe, and ...
Earnings Round-Up: Semrush & Fulgent
In this article I cover the recent earnings reports of two companies I have written about previously. For more depth, feel free to check out the original write-ups.
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