Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 137 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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mispricedassets.substack.comLatest Issues
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
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 the dividend, gone, in 120 days....
An Open Letter to the Board of Directors of Groupon, Inc.
If you missed it, I published an open letter to Dušan Šenkypl and the board of yesterday.
The setup is the kind that doesn’t show up often. The operating business trades at five to seven times 2026 free cash flow. Roughly a third of the c...
A Chip Shot
A tired little bazaar
A tired little bazaar
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!
There are good quarters, there are great quarters, and then there are quarters where a company casually reminds the market that it is one of the greatest c...
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Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
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