No Deep Dives
jefkeModern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes. "Never sell" is overrated.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | nodeepdives.substack.com |
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Latest Issues
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Quick (pre-Q2 24) Millicom Update
With an action-packed Q2 and an earnings release coming up later this week, here’s a brief update on Millicom ( ).
Q2 2024 Portfolio Review
# I. Results
Verallia / Inchcape: Q1 2024 Results
The past 24 hours have been busy with earnings releases for the model portfolio, including five reports since yesterday evening. I'll focus on two companies not previously discussed in depth: Verallia and Inchcape.
Portfolio Review Q1 2024
# I. Results
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