Mr Market Miscalculates
Investing in unloved, overlooked or under-followed European companies
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 136 | Founded | 4 years ago | Last Issue | 19 days ago |
| Active | |||||
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mrmarketmiscalculates.substack.comLatest Issues
Monthly recap #20
Clarkson
For Clarkson (discussed one year ago) 2025 was a year defined by extraordinary geo-political and economic complexity (and 2026 isn’t much different so far…): the global business environment was shaped by heightened uncertaint...
Uniphar plc
Delivering to 160 countries across Europe, North America, Asia/Pacific and the MENA region, Uniphar ($UPR.IR) is a €1.1 billion specialty healthcare services provider which also operates its own pharmacies in Ireland.
Delivering to 160 cou...
Book review: “Fortune’s Formula”
The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street
Originally published in 2005, Fortune’s Formula has been one of my favourite books on risk since I first read it 20 years ago, so it was definetely wor...
Pomegranate Investment AB
Time to bet on a new Iran?
I’m fully aware that the chaos in the Middle East is far from over and that there is very little clarity on the future of Iran (I don’t have any special insights on how the situation will evolve), but Pomegranate...
Monthly recap #19
An update on some previously discussed companies, and other interesting things from March
Shurgard Self Storage
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Authors
The writers behind this newsletter.
A contrarian and skeptic, I have a Minskyan view of the intrinsic instability of financial markets. “It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so”
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