Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 140 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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mispricedassets.substack.comLatest Issues
The Bottleneck Was Never the Finding
Everyone owns the glamorous parts of cyber. The unloved layer that actually stops breaches is mispriced.
There is a moment in every breach that the headlines skip. Not the part where an attacker finds the open door — that part is easy, and...
The Bezzle in the Banana Stand
Last week was ugly, and if you own the wrong things you have earned the right to be afraid.
I want to be precise about the fear, because the fear is not stupid. The whole back half of this market is priced on discounted cash flows for arti...
Creditor-on-Creditor Violence
In 2016 J.Crew owned two things that mattered: a brand and a debt load larger than the company. The lenders had taken the brand as collateral, because the brand was the business. So the company moved it. It transferred the trademarks into a...
The Put That Pays Itself
reports after the bell today. The number that matters isn’t on the press release — it’s the bill four men can hand the company in June, and who pays it.
❧ ❧ ❧
My readers know the private-credit games. Money raised against booked revenue i...
The Only Honest Part
Confessions in Small Font from KKR
FSK reported Q1 on May 11, 2026. NAV fell 9.9% to $18.83. Net loss of $1.57 per share. The dividend was cut to $0.42 — the second cut in four months, after the February cut from $0.70. Forty percent of th...
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Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
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