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 | 70 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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thefinancialpen.substack.comLatest Issues
Industrial Rebuild: Betting on Scarce Aerospace and Defence Capacity
Three unloved franchises I’m accumulating while markets still discount the strategic value embedded in their backlogs
Industrial Depth, Not Just Defence Budgets
The Difference Between a Story and an Insight
The Insight Series: How investors mistake coherent narratives for genuine representational shifts
A quick note before we get into the article.
A 4x EV/EBITDA Way Into the New Silk Road
A deep dive into how one overlooked international listing offers clean exposure to Central Asia’s logistics and digital build-out.
The world is being reminded that geography still matters. For years, everyone behaved as if sea routes would...
Seeing What Others Miss: An Investor’s Guide to Insight
About this: This introductory piece to The Insight Series is part of my ongoing investing Frameworks and Philosophy work that sits alongside the stock specific ideas on The Financial Pen. The aim is to give investors a structured way to kee...
The Next Inkwell: Insight Series
I have been writing The Financial Pen for the past year.
It started as a way to organize my own thinking to invest better, but it has evolved into something more intentional.
If you have been sharing your time with me here, you probably n...
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Subscribers, engagement, traffic and sponsorship for The Financial Pen.
| Subscribers | Engagement | 78 | 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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