Reletter
Artwork for Framp Files

Framp Files

Stephen Frampton

I like enjoy learning about stocks - if you have thoughts, please comment or reach out at [email protected]

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues30Founded3 years agoLast Issue2 months ago
Active

Read this Newsletter

stephenframpton.substack.com
Artwork for Framp Files

Latest Issues

Why the News about Private Credit/Equity Doesn't Matter - Until it Does.

Tl;dr

  • I use a simplified example to illustrate these issues:

    • Opaque Accounting: PE firms use “mark-to-model” pricing to hide losses from pension funds while charging premium fees for middling performance.

    • The Bermuda Lo...

2 months ago
6

Mattr Corporation – Emerging Compounder at a Low Multiple?

TL;DR

MATR wants to buy industrial businesses cheap, grow them at above market levels, generate a bunch of cash and reinvest it at high rates of return. They have an experienced CEO executing a practiced and proven playbook leading them,...

2 years ago
46
16

Is Leverage Actually Bad?

TL;DR

Leverage, going into debt, is not the devil conventional wisdom makes it out to be, in fact it is extremely common and accepted – in real estate.

Used judiciously to buy equities (stocks), leverage can enable an investor to avoid...

2 years ago
5
5

Dividend Growth Stocks Discussion and Rankings

TL;DR

Though it does present some advantages, exclusively investing in stocks that pay a dividend likely has a high opportunity cost. However, for someone who can afford to pay the opportunity cost, dividends are a compelling way to make...

2 years ago
4
7

Cooper-Standard – Business Improves, Macro Doesn’t – Earnings Update $CPS

Introduction:

I borrowed this idea from Tom Hayes at Hedgefundtips.com, who in turn modeled the idea off Charlie Munger’s Tenneco trade. Peter Lynch did something similar with Chrysler. I wrote it up myself here.

Cooper-Standard is an a...

2 years ago
9
8

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Framp Files.

SubscribersMonthly Web VisitsAccepts Sponsors
Estimated Cost per Ad

Authors

The writers behind this newsletter.

  • Stephen Frampton

    Reading, writing and stocks are my hobbies.

  • Frequently Asked Questions

    How can I access the email archive for Framp Files?

    You can find recent issues that have been published by Framp Files 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 Framp Files have?

    To see how many people subscribe to Framp Files, 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 Framp Files?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Framp Files 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 Framp Files?

    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 Framp Files using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Framp Files?

    Scroll up to where it says Related Newsletters to see other publications like Framp Files. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Framp Files?

    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.