MacroValue’s Newsletter
MacroValueRamblings on Markets...Value...Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | macrovalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
META headwinds played out?
In Q3 call Zuckerberg said
Xerox – Cheap back to office play + Take private target?
Back to office will be a significant theme for the rest of the year and XRX is cheap way to play it.
Upstart: Easy Q1 beat & raise ahead?
## Consumer loans macro environment remains constructive:
Upstart Q1 guidance conservative & beat coming again
Upstart Q4 revenue was $305mio and their Q1 revenue guidance mid-point is $300mio.
Authors
The writers behind this newsletter.
Markets...Value...Macro...
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