@blancinvestments
Jonathan Blanc, CFAIndependent public equity research focused on businesses trading at a material discount to intrinsic value.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 3 | Founded | 6 months ago | Last Issue | 3 months ago |
| Active | |||||
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blancinvestments.substack.comLatest Issues
Fiverr (FVRR) - Oversold on AI fears
Company Intro
Fiverr is an online marketplace that connects people and businesses who need work done with freelancers who offer their services on the platform. For instance, a buyer who needs a website built can search for freelancers of...
Harley-Davidson, Inc. (HOG) – A legendary brand priced for failure
Harley-Davidson (HOG) is undoubtedly one of the most famous brands in the world, and one of -if not the most- widely known motorcycle brand.
For articles on the investment philosophy and research behind my personal portfolio.
The brand is...
Hudson Technologies, Inc. – Taking Advantage of Artificial Scarcity
Date: 1 February 2026
Hudson Technologies, Inc.
Ticker: HDSN
The share price of HDSN at the time of writing is $7.17.
I’ll begin with the valuation and financial ratios that initially drew my attention to this stock and led me to consi...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Investment cases on businesses that are either already in my personal portfolio or where I intend to take a meaningful position. The focus is on identifying situations where current market pricing materially understates intrinsic value.
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