The Very Good Value Blog
Matt NewellConcentrated, contrarian value investing. I post deep-dives on unique and undervalued companies and general musings on equity investing. Never paywalled.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 years ago | Last Issue | a year ago |
| Active | |||||
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verygoodvalue.substack.comLatest Issues
It's like 1999, but without the good vibes
I know, I know - you’ve heard enough value investors complaining about the valuation of US stocks. They were doing it in 2019 at 3000, they were doing it in 2021 at 4500, and now we’re all doing it in 2024/25 at 6000. I’ll probably look rea...
Update on Vistry, the trouble child of my portfolio
My write-up on Vistry was by far the most successful of anything I’ve published - almost 3,000 people have now seen it, and the blog’s subscriber count has quadrupled since posting. Moreover, I know of at least a couple people that bought s...
Vistry Group (VTY.L) - A Classic Troubled Value Investment
Executive Summary
Vistry is the UK’s largest developer of affordable housing, and is set to benefit from rapid growth in affordable and private rented developments under the recently-elected Labour government. Moreover, they operate a ca...
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....
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%.
On September 19th, Culper Research, an ‘activist short-seller’ (I...
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Authors
The writers behind this newsletter.
I trawl through obscure corners of the market to find the occasional bargain, then research them meticulously.
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