Jaime Bermejo
Jaime BermejoModern value investing and investing thoughts
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | jaimebermejo.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Decoding Excellence
I have worked in the corporate world for public companies for a number of years. During this time, I have observed both good and bad corporate cultures. Irrevocably, good culture has always tended to lead to good outcomes, and vice versa. W...
Moury Construct ($MOUR)
Taking a step away is sometimes the answer to seeing the most obvious opportunities.
Hirequest Inc
In this article, I will explore why Hirequest could be a hidden growth opportunity in the US market. Despite flying under the radar, the company has shown promising signs over the past three years, with sales and EBIT compounding at impress...
BELFUSE (BELFB)
Bel Fuse has been the story of the structural transformation and cost optimization of a company with a history of capital destruction. During the last 3 years, it has reduced costs at a high pace, bringing the once underperforming company t...
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