Write-ups of companies I'm invested in with downloadable & customizable excel DCF models. Follow my investing journey & use your own assumptions to decide if these companies offer good value...
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 27 | Subscribers | Read | eddielloyd.substack.com |
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Dear readers, today I’m trying out a new format. It’s my view that sharp short bullets are more easily digestible, and therefore ultimately more valuable to you all. If you prefer this format to my long-form posts, please give this a like.
My portfolio positioning is currently heavily weighted towards cash / money markets, which more than anything reflects my feelings of gloominess towards the macro environment. I’m a believer in the seemingly old fashioned idea that the with...
Since the last update in April, specialist integrated credit hire and legal services provider Anexo Group Plc has had the CFO resign, the FY22 results released, and the share price decline by c.20%. A lot to take in, but the valuation is st...
AGFX is a no-risk FX broker who provide FX instrument solutions for non-speculative clients. In plain English, the company arranges FX contracts for businesses, who need them for their own risk management purposes (as opposed to speculative...
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The writers behind this newsletter.
Ex-Big 4 Corporate Finance / ACA. Investor & future job quitter. Not investment advice, do your own research.
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