High-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 | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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specialsituationsglobalequities.sub...Latest Issues
Joe’s Musings: What Actually Drives a Stock’s Multiple?
Why does one stock trade at 6x earnings and another at 30x? And, more importantly, when is the 6x stock actually a bargain?
A low multiple can mean a stock is cheap. It can also mean the business deserves to be cheap. The same is true in r...
Musings - Discussions with exceptional investors
Joe Kaye’s Musings
I recently went to Vienna to meet with around 40 investors from across the world, mostly Europe, with a focus on small and micro caps but a wide range of specialisms and experience.
A few conversations challenged or...
Tobila Systems: Earnings Hiding on the Balance Sheet
A Q3 update
I’m very happy with the Q3 performance and my conviction in the thesis continues to remain strong.
Strong Growth, Exceptional Economics, and a Depressed Valuation
Strong Growth, Exceptional Economics, and a Depressed Valuation
A company must clear a very high hurdle to earn a place in my portfolio, particularly given the level of concentration I run (typically fewer than ten positions).
2026 Half-Year Update (+20%)
Performance
The portfolio returned 20.21% after all fees* during the six months to 30 June 2026. This compares with a return of 12.74% from the MSCI All Country World Index in GBP .
- based on my largest and longest standing client of...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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