Turning over rocks in stock land! Mostly a Net Net guy, but Interested in anything weird, obscure or deep value!
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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lionheartinvesting.substack.comLatest Issues
I Bought This Stock For Half of Its Net Cash...Now Management Is Offering To Buyout A Third of the Float
In This Article I Layout The Ever Changing Situation of a Garbage Net-Net I Bought A Few Months Back. And I Think It's An Absolute Lay Up!
Introduction
I Run A Portfolio of Just 7 Net Nets...It's Been 90 Days and Here's What Happened So Far
A quarterly update on my Cheapskate: Ride or Die project where I run a highly concentrated Net Net paper portfolio and record the findings!
The Basic Framework
Basic Primer on Tender Offer Investing
Today is going to be something a little different and it hearkens back to my very first foray with Substack years ago when I thought I knew something about tender offers. At the time I was really focused on "event driven scenarios" or "spec...
This Dirt Cheap Company Is Almost A Net-Net...But Is That Enough?
What To Expect Going Forward
This is the first in my new series on businesses that I'm interested in for some reason or another, whether that's because it's super cheap or has great momentum etc. but can't bring myself to pull the trigger...
Lionheart Portfolio Update
Dropping Every Single Name In My Portfolio...Which Is Alot 😂
It feels like the right time to do another Lionheart portfolio update! A lot has changed over the course of the year, since I posted the last Lionheart portfolio update, but, mo...
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Authors
The writers behind this newsletter.
This account is for presenting and discussing investment ideas in anything weird, obscure or underfollowed. I just want to turn over rocks and have fun!
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