North of Expected Value
Max FrancoeurI share financial analysis and thoughts on important topics. I am a Skeptical Optimistic Value, Special Situation & Opportunistic investor. From \ud83c\udde8\ud83c\udde6
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||
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0xanalysis.substack.comLatest Issues
Q1-2026 Portfolio Update : +5%
I rarely do this, but a few investors that I follow do and I love reading their good and bad moves as well as their lessons learned during the quarter. I will take part in the game and write a summary of my quarter including the positions t...
The Bias Caused by Uncertainty
I am often confronted with this bias, that’s why I write this article to help me remember it.
It is important to keep in mind that I am not saying we should buy, sell or hold our current positions. However, he currently has and will probab...
My sixth year of learning as an investor - 2025
French version HERE
I don’t do an annual review of what went well or wrong or a letter to shareholders. Since last year I have been writing more about my learning report and lessons learned that are important to remember.
Th...
Ma 6ème année d'apprentissage en tant qu'investisseur - 2025
Je ne fais pas de revue annuelle sur ce qui a bien ou mal fonctionné ou de lettre aux actionnaires. Depuis l’an passé j’écris plus sur mon bilan d’apprentissage et des leçons apprises qui sont importantes à se souvenir.
Ce texte est écrit...
The Special Situation Edge: The Art of Asymmetric Information
This methodology goes far beyond this single case: it reduces risk across all your investments and mathematically increases your Expected Value (EV). In the world of micro-caps, this advantage is even more decisive. Unlike large companies t...
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Skeptical Optimistic - Value, Special Situation & Opportunistic Investing
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