The Very Good Value Blog
Matt NewellThe Very Good Value blog applies a common sense approach to find mispriced businesses, wherever they may appear.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | verygoodvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Fighting System 1
I’m currently about a third of the way through Daniel Kahneman’s famous book, Thinking, Fast and Slow. It’s been an excellent read so far and, while it’s not about investing but psychology, I’d recommend any investor to read it. For the tim...
Q1 Update + Launch of the VGV Portfolio
The S&P 500 has had a very strong first half of 2024, up 15.7% year-to-date at the time of writing. In comparison, the three stocks I have covered so far have moderately outperformed in aggregate - HIFS is at the same price as when I wrote ...
Kaspi.kz (KSPI:NASDAQ) - the Definition of High Risk, High Reward
First things first, a warning. The following write-up is ~9300 words long, meaning it’ll probably take at least 40 minutes to read it all at a speed where you can actually absorb the info. This post basically exists for 3 groups of people -...
Airtel Africa (AAF:LSE) Deep Dive - A Striking Opportunity from Sub-Saharan Africa
(I recommend clicking through to view this post on Substack if you received this as an email, as the graphs tell a big part of the story here.)
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