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The Very Good Value Blog

Matt Newell

Concentrated, contrarian value investing. I post deep-dives on unique and undervalued companies, case studies on business successes and failures, and general musings on equity investing. Never paywalled.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues9SubscribersRead verygoodvalue.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Temper your indexing expectations.

I’ve found myself having a few conversations recently about long-term investing returns, and I’ve become increasingly convinced that most (US) investors’ expectations for their long-term return investing in stocks is completely unrealistic....

3 months ago
14
1

Deconstructing Culper's Short Report on Kaspi.kz

I wrote an in-depth analysis of Kaspi.kz \- the Kazakh fintech and super-app - back in April, and subsequently made it the largest allocation in the VGV Portfolio, at 40%.

3 months ago
7
3

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...

6 months ago
5
1

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  • Matt Newell
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