
My personal Substack
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 6 months ago | Last Issue | 7 days ago |
| Active | |||||

I keep seeing Alibaba described as deep value. I understand the argument. The valuation looks low, the company owns important businesses, and there is a credible case that today’s profits understate what it could earn after its current inve...
I started looking at Tuya because of its balance sheet. I kept looking because there may be a much better business underneath it than the share price suggests.
At approximately $1.66 per share on October 29, Tuya’s equity was valued at rou...
The proposed combination could connect the weekly grocery shop, tonight’s dinner, and the software behind the store. The opportunity is substantial. Who captures the value is a separate question.
It is 5:30 on a Tuesday. The kids are hungr...
Michael Burry has become one of the loudest bears on the AI boom.
He is short semiconductors, Palantir, Nebius and other parts of the AI ecosystem. His argument goes well beyond saying valuations are high. He thinks the industry has create...
Instinct raised $250 million at a $2.5 billion valuation. Thirty-three days later, it raised another $1 billion at a $10 billion valuation.
🤯🤯🤯
Only one of those valuations is right, and possibly neither of them is.
Especially in the...
Subscribers, engagement, traffic and sponsorship for Arbor Terminal.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Sausage King of Chicago. Abe Froman. Now Family fund. When not building the sausage empire, hunting for overlooked companies. 40%+ annual returns in recent years. Concentrated in MELI, Japan & Korea small caps. Building Arbor.
You can find recent issues that have been published by Arbor Terminal on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
To see how many people subscribe to Arbor Terminal, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
Newsletter advertising can be extremely effective when it's done right. Before you pitch Arbor Terminal as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Arbor Terminal using the contact information provided and ask for a copy of their media kit.
Scroll up to where it says Related Newsletters to see other publications like Arbor Terminal. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.