Mispriced Assets
Nick Nemeth, DEBT SERIOUS, Rod Dubitsky, Liam Dalton Jr.Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 159 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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mispricedassets.substack.comLatest Issues
The Next AI Trade | Liam Dalton | Ep. 4
Liam Dalton, CIO of Willow Lake Strategic Advisors, joins me for Episode 4 of Mispriced Assets.
We talk about how Liam approaches markets through macro, fundamentals and technicals, why AI has become the dominant force in the current cycle...
QNT: The 100× Question
What happens if quantum computing becomes something companies cannot afford to be without?
MISPRICED ASSETS · Quantinuum · Nasdaq: · $52.01
The Groupon Turnaround | Dušan Šenkypl & Rana Kashyap | Ep. 3
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap join me to talk about taking over a company they weren’t sure would survive—and what they’re building now.
We start with their backgrounds, why they stepped into the turnaround, and what it to...
The Memory War
This is part one of two. Part two will come from Liam Dalton Jr. [Liam’s Substack].
I. The Fire Hose
Since the AI investment boom began in 2022, the deciding factor for outperformance in the stock market has not been which part of the...
The Guggenheim Universe
Eight life insurers file under four owners who swear they have nothing to do with each other. Read side by side, they hold one book of the same $40.6 billion of paper.
Delaware Life and Clear Spring, the two Mark Walter insurers that resta...
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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.
I curate and recap the most interesting news, articles, white papers, and other content covering Private Credit and Debt Capital Markets.
Investigative journalist and former #1 ranked Wall Street analyst.
CIO of Willow Lake Strategic Advisors
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