Special Situations Global Equities
SSGE strategy by @JoeValueEquity research focused on Special Sits and Fundamental driven investing.
| Platform |  | Pricing | Freemium | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | specialsituationsglobalequities.sub... |
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The news is out... yet still undervalued! 100% + upside
Trading at 2.5x vs peers at 5x to 7x
My Track Record + How I Invest (Free 90 Day Trial Offer Inside)
Over the last 5.5 years I’ve personally achieved a CAGR of 38.3%. This includes one big drawdown in 2022/23 of 45%! Yes one very big and costly mistake that I learned a huge amount from (see below).
Capex Done. Cycle Turning. 60% upside.
Background
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Authors
The writers behind this newsletter.
SSGE is a value oriented long only global equities fund. Highly concentrated. Investing style inspired by Greenblatt and Greenwald. I write about positions the fund holds. Not investment advice! For entertainment purposes only.
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