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 | 72 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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thefinancialpen.substack.comLatest Issues
Mispriced Well-Construction Economics
An asset-light well-construction micro-cap positioned where value may accrue as the DUC buffer disappears.
The Industry’s Shock Absorber
The Honest Witness
The Lesson Tullis Gave Jones
Paul Tudor Jones was recently asked on Patrick O’Shaughnessy’s podcast about the most formative moment of his development as a trader.
He did not talk about a huge winning trade or some analytical breakth...
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...
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| Subscribers | Engagement | 79 | 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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