Mispriced Assets
Nick NemethResearch that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 133 | Subscribers | Read | mispricedassets.substack.com |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #143 | |
| #63 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Earnings Barbell: Google and the Little Stock Who Could
One of the best quarters in recent memory, but don't forget about my little friend!
The Ares Lies
My day job is increasingly BDC analysis for clients. Clients don’t love seeing their bids move away from their ask, which means publishing this probably costs me revenue. I am doing it anyway.
The Vanishing Footnote
A small mark in a public filing, and what it tells you about who is meant to lose money in private credit.
Groupon AI: The Next Squeeze
Nothing here is investment advice. Even if it sounds like I’m telling you to do something, I am not. This is one more view from one more Substack author. Options can and do go to zero.
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Authors
The writers behind this newsletter.
Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
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