Mispriced Assets
Nick Nemeth, Ryan Kern, 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 | 168 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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mispricedassets.substack.comLatest Issues
The End of the Arrangement
The future was supposed to be astonishing. It was certainty of change inside a familiar framework. Machines would become more intelligent, professions would disappear, fortunes would change hands, and somewhere above the commotion the peopl...
A Lower Floor
Reflexivity works both ways. A violent rally can still leave us at a lower floor.
I have spent this entire year recognizing systemic risk, staring at the delusion in markets, and trying to make money on the long side anyway.
Tidewater: More Cash From the Same Assets
Rising earnings, contracted margins and policy support underpin a C$45 three month target.
Tidewater Midstream (TSX: $TWM, ADR: $TDWIM) remains compelling value around C$23. The Canadian company owns a refinery, natural gas infrastructure...
Too Big to Bail: US Real Estate
US real estate is a $88 trillion asset class held up by extensions, rate caps and buydowns. Those buffers are expiring with the Fed hiking, and this time the rescue may cost more than it saves.
This is the fifth year of higher for longer,...
Clair Health: The $46 Million Mirage
Two Stanford grads who’ve never taken a biology class. A $46 million post-money valuation. VCs that forgot the definition of due diligence.
Clair Health’s new website will make you think the future is here. A sleek bracelet. A color palett...
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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.
stanford senior. searching for truth in a world of lies. Mispriced Assets Intern #1
Making sense of Private Credit and Debt Capital Markets through curated news, research, briefings, podcasts, and conversations with experts.
Investigative journalist and former #1 ranked Wall Street analyst.
CIO of Willow Lake Strategic Advisors
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