Something's Off
Something's always off. A security trading at the wrong price, a catalyst the market hasn't priced, a narrative that doesn't hold up to scrutiny. I write about finding it.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 5 months ago | Last Issue | a month ago |
| Active | |||||
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somethings0ff.substack.comLatest Issues
Nobody's Buying This: (Issue #2): WHSmith (SMWH LN) - A Retailer That’s Anything But Stationery
Buying a compounding global airport monopoly while the market values its highest-growth US division at less than zero.
Something’s Off is independent equity research published for educational purposes. All articles and notes are my own vie...
Q2 2026 Portfolio Review
To make it a little easier for you to all follow the performance of my ideas, I have decided to implement a quarterly review. I will breakdown performance of each idea, flag any trades I have exited, and give a breakdown of what’s driving o...
Dislocation Screener - May 2026
One of the screener's I use to find opportunities for my Special Situations book - May 2026 output covered below.
Everyone in this business claims to have a process. In reality, most ideas start as serendipity; a ticker mentioned over coff...
Welcome to Something's Off | Start Guide
Welcome to Something's Off.
This is a Substack about niche, contrarian equity investing — the kind that lives a zoom-level or two below where consensus capital is looking. Small and mid-cap names, often European, occasionally in places ins...
[EXITED] Something Opportunistic (Issue #1): T1 Energy ($TE) - The Most Mispriced Option in AI Infrastructure Is Hiding Behind a Forensic Mess
Something’s Off is independent equity research published for educational purposes. All articles and notes are my own view. They are not necessarily correct, and not advice.
The work is organised into three books.
1. Spe...
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The writers behind this newsletter.
European & US Equities. Value & Special Situations. Ex-HF Analyst. +60% since inception | +2% YTD
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