Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 153 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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mispricedassets.substack.comLatest Issues
The Software Reckoning | Aznaur Midov | Ep. 2
Aznaur Midov, author of , joins me to talk about where private credit is actually starting to crack — and where the bearish case may be getting ahead of itself.
Aznaur spent years lending to sponsor-backed software companies, so we spe...
Emergency Press Conference: FRMI & GRPN
Somebody Bought the Power and Someone Sold the Traffic.
Groupon, first
The Last Bidder
Twenty interested firms were invited to look at Brighthouse Financial for purchase.
Twenty interested firms were invited to look at Brighthouse Financial for purchase. Sixteen signed confidentiality agreements and were let into the data ro...
The Mispriced Assets Super Bowl
Last night around 1am EST I was screenshotting ERN pages off the terminal into an email to myself, which passes for pregame ritual. Three of my positions report tomorrow and all three inside the same fifteen minutes. Groupon, which is 18% o...
Priced Off the Slow Half
A profitable, deleveraging South African fintech at 7x EBITDA, with a licensed bank pending one final regulatory approval.
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Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
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