JustValue
Just ValueSecurity analysis and investment thesis.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 67 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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justvalue.substack.comLatest Issues
Roper Technologies ($ROP): What exactly broke?
Roper Technologies has spent decades building one of the more unusual compounding machines in the public market.
The formula has been remarkably consistent. Own mission critical businesses in narrow markets. Generate large amounts of recur...
Nike ($NKE) Q1 FY27: one turnaround is working. Two others are just beginning
Nike’s first-quarter FY27 results produced an easy headline: revenue fell again, China was awful, guidance disappointed and management announced another restructuring program. That is broadly how the first wave of coverage framed the quarte...
Fair Isaac Corp ($FICO) after the collapse: the burden of proof has shifted
The stock is now down roughly 70% from its 52-week high. The question is no longer whether competition can enter, but how much of FICO's economics can survive once it does.
Fair Isaac Corp. (FICO) is now one of the strangest situations in...
The $3 trillion AI debt question
What hyperscalers actually owe, where the leverage sits, and what investors should watch
- The $3 trillion headline
If AI books the trip, what is Booking ($BKNG) worth?
Booking built its moat by owning the travel interface. AI agents may take that interface away. The question is whether they take the economics with it.
Imagine planning a trip three years from now.
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Security analysis, investing news, papers, reports, shareholders' letters and investment thesis.
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