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 | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 4 years ago | Last Issue | 4 months ago |
| Active | |||||
Read this Newsletter
specialsituationsglobalequities.sub...Latest Issues
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
The FCF Anomaly: Why the World’s Cheapest Growth Stock is Hiding in Plain Sight
Since publishing my initial thesis on
the most common question I’ve received is: “Why are you using an EV/FCF multiple for valuation instead of EV/EBIT?”
Is it really trading at 3x EV/FCF multiple on FY2026, doesn’t Free Cash Flow...
The Most Mispriced Business I’ve Found All Year!
My new largest position! Big downside protection given the valuation and what the market is missing, and big upside (150%+) when the market catches on IMO.
I only post when I truly think it deserves your attention - your time is precious...
Very positive mining result out today!
Special situation working out!
An excellent update on one of the mining stocks written about in the previous post:
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Special Situations Global Equities.
| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
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.
Frequently Asked Questions
How can I access the email archive for Special Situations Global Equities?
You can find recent issues that have been published by Special Situations Global Equities on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Special Situations Global Equities have?
To see how many people subscribe to Special Situations Global Equities, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Special Situations Global Equities?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Special Situations Global Equities as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Special Situations Global Equities?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Special Situations Global Equities using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Special Situations Global Equities?
Scroll up to where it says Related Newsletters to see other publications like Special Situations Global Equities. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Special Situations Global Equities?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.