Value Zoomer
Myles KuahI love investing, this is my little personal diary.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Subscribers | Read | valuezoomer.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Secured by the State: International Public Partnerships
I’ve spent the last few weeks diving deep on the UK listed infrastructure space, which I see as both a wretched hive of scum and villainy, and an attractive hunting ground of left for dead assets. The UK has seen a huge outflow of instituti...
Corporativo Fragua: The Best Mexican Company You’ve Never Heard Of
Corporativo Fragua ($FRAGUAB) is one of the largest positions in my personal portfolio and may be the best Mexican company that nobody has heard of. Since 2000 it has put up a total return of 3500% in USD for a 15% CAGR outperforming other ...
Haw Par Corporation: Crouching Tiger
For this writeup we return to the place where I’ve had so much success over the past year; Singapore. I was surprised I hadn’t come across this company before, however it is a little bit larger than the companies I usually look at. Regardle...
An Exploration of Leveraged ETFs
Regular readers of this blog know that there’s nothing I enjoy more than finding niche, unexplored ideas. I first started exploring the world of leveraged ETFs after reading the following paper by Hendrik Bessembinder analysing the underper...
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Authors
The writers behind this newsletter.
Physics graduate, financial modelling, value investing zoomer, bisexual icon. Adding nothing of value here, just a way for me to diary my opinions and positions. Read if you please.
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