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PiggyBack

Johan Eklund, CFA

PiggyBack value investing strategies and value stocks. For long-term investors old and new.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues15SubscribersRead piggyback.one

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

ESG = Emperor Sans Garments(?)

> “Investing is messy. You know that badly managed companies often deliver higher returns than well-managed companies. That sounds weird until you realize that if everybody thinks a company is well managed, they are going to push up the pri...

2 years ago
7
2

Beware Of Undercurrents (PiggyBack August 2022 Market Comment)

This week’s free PiggyBack Letter (PBL) is a short comment on the recent 2022 (bear market?) summer rally. Takeaway: entry valuations still matter for long-term investors. Medium-term we have an inflation problem to consider.

2 years ago
6
0

An Original PiggyBack Investor

In this week’s free PiggyBack Letter (PBL) we are piggybacking Robert H. Heilbrunn. We can view Mr. Heilbrunn as an original PiggyBacker. Of his time’s value investing greats, including Benjamin Graham, Warren Buffett, and Walter Schloss.

2 years ago
7
2

Media, Commentary, Interview Requests

PiggyBack will try to accommodate commentary/interview requests on:

2 years ago
2
0

Authors

The writers behind this newsletter.

  • Johan Eklund, CFA

    Founding Analyst at PiggyBack (piggyback.one). Value investing nerd. Chartered Financial Analyst (CFA). MSc Finance, BSc Economics. Former equity research analyst and financial journalist. Swede

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