Underlying Value
Andrew PogueDoing my best to separate the signal from the noise in the global public markets. I talk about what I own.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 9 months ago | Last Issue | 10 days ago |
| Active | |||||
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underlyingvalue.substack.comLatest Issues
Deep Value in Oil and Gas (aka Black Gold)
Investments that aren’t reliant on a crisis to generate strong returns.
Not investment advice: First, read my full disclaimer here.
An Investment in Scarce Assets
Trading below tangible book with an operating business sub-4x operating income.
Not investment advice: First, read my full disclaimer here.
iOCO: Deep Value with a Compounding Playbook
Rhys generated a 7x return in seven years last time he ran this playbook.
Not investment advice: First, read my full disclaimer here.
Aimia (TSX: AIM): Ready for Takeoff
A permanent compounding machine.
Not investment advice: First, read my full disclaimer here.
High Conviction: The Iceberg
When most of the value is hidden beneath the surface.
Not investment advice: First, read my full disclaimer here. This specific company is small and illiquid.
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Underlying Value.
| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Ex-Consulting, PE Ops & Search fund owner / operator. Currently searching global public markets for alpha. Not investment advice.
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