
Substack on Equities
| Platform | Pricing | Only paid issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 93 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||

A Hybrid Commodity Platform in a Pre-Digital Industrial Economy
Investment Thesis
Unlocking the Value Trapped Inside ABF
Please read disclaimer at bottom of writeup - this report is not investment advice
Oil & Gas Development Company Limited (OGDC)
There is a particular kind of company that financial markets find almost impossible to value correctly: one whose accounting earnings are real, whose balance sheet is fortress-grade, and whose s...
How a Faisalabad sock maker became one of the world’s largest hosiery suppliers, and why the market still prices the country it lives in rather than the franchise it has built
Executive Summary
What has gone wrong and can Market cap move closer to NAV?
This report is not investment advice - please read disclaimer at bottom of writeup
Subscribers, engagement, traffic and sponsorship for Saadiyat Capital.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Ex Investment Analyst for various hedge funds in the UK, USA, and Germany. Currently based in London.
Ex-EY | Head of Strategy & Business Development.
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