Under the Hood delves deeply into companies, bypassing news headlines to focus on what truly matters. It is designed for curious investors who enjoy exploring new ideas and industries, delving deeper, and making decisions.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 4 years ago | Last Issue | 19 days ago |
| Active | |||||
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Pattern Recognition in Turnarounds
Disclaimer: Not financial advice. DYODD. I currently hold long positions in several companies mentioned in the article.
I’ve Seen This Before
2021-22’s Deutsche Bank. 2022-23’s Citigroup.
UTH is a reader-supported publication. Subs...
Biotech Winter, Not Ice Age: The Bull Case for Alexandria at a Fire Sale
irreplaceable assets trade at 40% of "replacement cost"
Thesis Highlight
Throw Baby Out with "FinTech" Bathwater
Quality assets, Dominating Player, Strong Moat at a Depressed Valuation
Disclaimer: Not financial advice, please DYODD.
Burford: Reassessing after YPF Reversal (at $4.10)
45% plunge, 1.7Bn assets write-off, 3 viable paths forward, and more
Background
Like it at $5, Love it at $4
From Aris, Golar, Valaris to B2G
“Like it at $5, Love it at $4.” It reads like a poem, sounds heroic, but let us not romanticize it.
Key Facts
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
private investor | ex-NYSE, Bridgewater, Alliance Bernstein
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