
I love investing, this is my little personal diary.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 40 | Subscribers | Read | valuezoomer.substack.com |
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Going back through my previous writeups there is a specific type of setup that I have had a lot of success with. That setup is asset backed business with safe cash flows trading at a discount to NAV while returning capital. These sorts of s...
Today I’m going to pitch you two ideas. On one hand we have an overlevered shitco being pumped by a dodgy investment bank on the short side. On the other hand we have a cheap bond with a 10% yield, trading 30% below par, backed by significa...
For those who don’t follow me on Twitter you may not be aware, but in April I was announced as the winner of Australian Survivor, and the $500k prize that comes with it. Obviously this was an incredible honour, and it’s hard to express how ...
Hello dear lovely reader. I appreciate if you are still following along despite a lack of new ideas from my end. For those who haven’t been following, a few weeks ago I won Australian Survivor, and the $500k prize that goes with it. I will ...
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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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