The Financial Pen
I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 83 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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thefinancialpen.substack.comLatest Issues
MGM Wants Its Shares Back
What MGM is worth, what PPLI shareholders should demand, and whether a deal can work for both sides
I was watching the developments around People Inc’s acquisition offer for MGM Resorts International (MGM) with bated breath. I am currently...
Winning the Shopper’s Time
Regular readers might know I was away on a trip earlier in September. I was in Beijing with the family, and had the opportunity to visit Taikoo Li Sanlitun, a sprawling open air shopping district one Saturday afternoon. Regrettably warm, as...
The Installed Base Behind Critical Minerals
Finding durable aftermarket and processing economics inside the critical mineral supply chain
The copper concentrator is an unforgiving work environment. Inside, slurry pumps move a dense mixture of acidic water and crushed ore quickly thr...
The Value of What Already Exists
Rising demand meets industrial capacity that takes years to replace. Finding the businesses that benefit while supply catches up.
New industrial capacity is taking longer to build just as demand is rising. That changes the economics of wha...
The Dangerous Aha
Insight Series: Eight cognitive traps that derail investment judgment, examined through a micro-cap post-mortem
If you have been following this publication for some time, you would know that I have somewhat of a love-hate relationship with...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I hunt for quality the market misprices, probe opportunities it misunderstands, and spotlight bets it overlooks.
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