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 | 85 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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thefinancialpen.substack.comLatest Issues
The Market Tests You Twice
The Price of Patience
It must have been hard being in Jean-Marie Eveillard’s shoes in late 1990s as he watched seven out of ten investors leave his SoGen International Fund while the Nasdaq was making a vertical liftoff and men in thei...
The Installed Base Economy of Water Infrastructure
From Hyflux’s collapse to Rotork’s 73% premium, a screen of 10 less followed companies identified 4 business niches best positioned to capture recurring spending from water assets already in service.
This is the next instalment in my Insta...
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...
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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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