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 | Pricing | Only free issues | Publishes | Monthly |
---|---|---|---|---|---|
Issues | 9 | Subscribers | Read | verygoodvalue.substack.com |
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# Executive Summary
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....
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%.
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...
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