The Journal of a Value Investor
Tuan Nguyen, CFAValue Investing | Mental Models | Macro Insights
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | thejovi.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Hagerty ($HGTY) - Compounding in Classic Cars
“People take good care of their toys.” — Louise Hagerty
Transocean ($RIG)- Buying Offshore Rigs for 30 Cents on the Dollar
Quick note: due to the longer length of this post and the number of charts and images, I would recommend reading directly through the Substack website instead of by email.
2023 Year End Portfolio Review
As we close out 2023 and reset the investment "report card" for 2024, it's time again to pause and reflect on the performance of the past year: to document the key lessons learned, understand what went right and what went wrong, review the ...
The Art of Investing
When I first started studying investing, I never fully understood how investing was an art. To me, it always seemed like more of a science. Deep down, I think I wanted to believe that it was mostly a science – because if it was, I could jus...
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Authors
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Avid student of Value Investing, Markets, and Big Ideas.
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