Special Situations Global Equities
SSGE strategy by @JoeValueHigh-conviction global equity analysis. Combining deep fundamental research with specific event-driven catalysts to identify asymmetric risk-reward opportunities. Quality of ideas over quantity. Expect infrequent posts!
| Platform |  | Pricing | Freemium | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 5 years ago | Last Issue | 19 days ago |
| Active | |||||
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specialsituationsglobalequities.sub...Latest Issues
My Investment Philosophy: (proven to work very well over 6 years)
How I Find Exceptional Small Caps Before the Crowd
Intro
This investment strategy has performed very strongly over the last 6 years.
I look for high-quality businesses that I believe are under-analysed or misunderstood.
The downside...
50%+ upside, near-term catalyst, 3x FCF
Special Situation
Special Situation.
Little hedge against very high oil prices
This is insurance not an investment
Brazil’s Ethanol-Sugar-Oil Reflexivity: A Convex Hedge in Disguise
Rethinking SaaS Moats in the Age of AI
How regulation, accountability, and workflow entrenchment matter more than technology
A Simple Framework for Identifying AI-Resistant SaaS Moats
Update on Picks and Shovels EV / Robotics /Data centre idea
Very brief update
Discount widening due to buying in Israeli listing
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Special Situations Global Equities.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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