A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
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Issues | 114 | Subscribers | Read | enterprisinginvestor.substack.com |
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A few weeks ago I profiled Net Lease Office Properties , a spin-off company is liquidating its office building portfolio. I was quite excited because I have been wanting to find a good way to invest in office real estate since all the headl...
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In this post I want to share two stock ideas that appear to be undervalued. These companies came from the “top of the funnel” of my research process, meaning they came from stock screeners, or recommendations from Twitter and Substack. What...
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