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 | Subscribers | Read | verygoodvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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
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....
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