Central Tendency
Rohan SoorBrief write-ups on typically overlooked stocks (special situations, small/microcaps, international, etc.) and financial concepts. Twitter: @RohanSoor
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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centraltendency.substack.comLatest Issues
On Arlandastad's ($AGROUP.ST) Accelerated Development Pace
Notes:
- Arlandastad’s reporting is largely in Swedish - I have AI-translated recent earnings calls and annual reports that I’m happy to share if anyone needs, just feel free to reach out. Apologies for any odd translations/formatting in...
On a Review of 2025
Performance Review
Below is a brief review of the portfolio in 2025.
As always, a huge thank you to everyone for following along - One of my aspirations in starting Central Tendency was to connect with like-minded investors, so the eng...
On Mercia's ($MERC.L) Balance Sheet to Earnings Transition
Situation Overview
Mercia Asset Management (”Mercia”, “$MERC.L”, or “the Company”) is a ~£125m market cap investment manager focused on early-stage companies across the UK, mainly in the ‘regions’ (i.e. outside of London), with a partic...
On Bango's ($BGO.L) Subscription Bundling Opportunity
Note: This article was largely written over the course of the past month, when Bango traded closer to ~£0.90-0.95/share. Over the past couple of days, the Company's stock unfortunately has risen to ~£1.16/share (+20-30%), with Bango announc...
On a Review of H1 2025
Performance Review
Below is a brief review of the portfolio in H1 2025. Thanks again to everyone for following along - I appreciate and continue to learn a lot from the engagement. Feel free to reach out if any questions on methodology,...
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