
I capture flashes of market insight before they fade and share them here. Expect weekly U.S./Asia stock ideas (with my positioning), idea follow-ups, and occasional thought experiments or hidden gems from investing legends.
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 39 | Subscribers | Read | thefinancialpen.substack.com |
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On Arrakis, the desert planet at the heart of Frank Herbert’s classic science-fiction saga Dune, where rival houses and empires battle for control of the rare substance called spice which fuels space travel and galactic power, strength does...
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The writers behind this newsletter.
I hunt for quality the market misprices, probe opportunities it misunderstands, and spotlight bets it overlooks.
We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential.
Writing for The Small Cap Strategist
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