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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 163 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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mispricedassets.substack.comLatest Issues
Wall Street’s Biggest Gamble Yet
This is the culmination of my grueling work on private credit and insurance so far.
Months of digging through filings, following borrowers, questioning valuations, and trying to get people to look at what is sitting behind the promises. I...
Lesaka: The Next Nubank
Ali Mazanderani has helped build multibillion-dollar fintech businesses in the UAE, Brazil and the UK: Network International, StoneCo and Teya, which he co-founded. At 44, he is now building Lesaka in what he calls his favorite country in t...
Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5
More than $10 million of his own money. An ambition to compound earnings per share at over 40%. And an opportunity Ali Mazanderani compares with Brazil ten years ago.
In this episode of the Mispriced Assets podcast, I sit down with Lesaka’...
An open letter to Senator Elizabeth Warren
An open letter to Senator Elizabeth Warren
Dear Senator Warren:
On September 24 the National Association of Insurance Commissioners answered your September 10 letter.1 The answer should not reassure you. It runs twenty-two pages, and most...
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...
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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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