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ShowMeTheValue’s Substack

ShowMeTheValue

A Substack dedicated to financial blogging, with a focus on fundamental stock and market analyses. Written by a UK-based engineer with an interest in facts and figures, but there is no information that I use that isn't also available to you, too.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues76SubscribersRead showmethevalue.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Reviewing my Portfolio - Earnings and Free Cash Flow Estimates

As a follow-up to my portfolio review, I wanted to check where I had gone wrong with some of my valuations, or whether I was right for the wrong reasons.

2 months ago
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2

Reviewing my Portfolio - September 2025

I’ve been investing on Trading 212 for almost 3 years now (I moved to the platform at the start of October 2022), and, as a long-term investor, I have always said I won’t buy a stock unless I’m willing to hold it for a minimum of 3 - 5 year...

3 months ago
3
6

Valuation: Diageo (LON:DGE) FY2025

Diageo ( , although I prefer the London listing, DGE) has had a pretty rough few years, like many companies in the industry (I recently wrote a deep dive into the spirits industry, see below). In the aftermath of COVID, the drinks industry ...

3 months ago
2
1

Valuation: Stellantis (NYSE:STLA) 25H1

I opened a position in Stellantis () in the second half of 2023 (2023H2), and produced my first valuation towards the end of that year (article embedded below). At the time, based on Stellantis’ performance up to and including the first hal...

4 months ago
2
0

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Authors

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  • ShowMeTheValue

    Amateur Value Investor looking to achieve Financial Independence by 2040. Active on the Trading 212 app community as @Anathema. All opinions are my own and are Not Financial Advice. Please Do Your Own Research

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