Mispriced Assets
Nick Nemeth, Brian CoughlinResearch that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 110 | Subscribers | Read | mispricedassets.substack.com |
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| #184 | |
| #99 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Diamondback Energy (FANG) — The Cleanest Permian Barrel If Iran Escalates
WTI sits at ~$67 today.
Your Retirement Is the Collateral
Yesterday I published a piece called “These People Are Not Investors” about $3.5 trillion in private credit deployed by dealmakers who are paid on volume, not accuracy. It struck a nerve. A restructuring professional on Twitter quoted my de...
These People Are Not Investors
I had just turned 13 years old when Bear Stearns collapsed.
Bad Day to Have a Prostate Exam: JAKK Is Back
Management finally put the bottom in writing — and the squeeze math is still sitting there, untouched.
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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.
Value Investing | Independent Research
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