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Happenstance’s Newsletter

Happenstance Investing

separating businesses from the stock and aiming to democratise research.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues4SubscribersRead happenstanceinvesting.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Resurrection of Monetising Music

Bob Marley once said “One good thing about music, when it hits you, you feel no pain” - and this has been true before he said, and will stay true well after he said it. All societies over time have developed their own form of music; whether...

3 years ago
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David vs Goliath

For some context: This report was published on another platform (ClosingBell) on 8th of July 2022 - hence some of the metrics i.e. valuation may be slightly different to the current valuation. To showcase a catalogue of letters, I migrated ...

4 years ago
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Welcome to Happenstance Investing

Before I start posting - I would like to explain the name first. Planned Happenstance is a theory developed by Professor John Krumboltz of Stanford University. It suggests that we actively embrace the up-and-down nature of our careers, focu...

4 years ago
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Coming soon

This is Happenstance's Newsletter, a newsletter about Separating businesses from the stock and aiming to democratise research. .

4 years ago
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Authors

The writers behind this newsletter.

  • Happenstance Investing

    Planned Happenstance is a theory stating that we embrace the volatility of our careers and find opportunity in the unplanned events in them. Similarly, it's hard to plan for markets, and investing is about finding alpha in unforeseen circumstances.

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