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Underlying Value

Andrew Pogue

Doing my best to separate the signal from the noise in the global public markets. I talk about what I own.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues20SubscribersRead underlyingvalue.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Pharos Energy

Not investment advice: First, read my full disclaimer here.

6 days ago
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The Least Expensive Oil Company I've Found

A stock that should earn their EV in less than two years at $90 Brent.

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Get $1 for $.28?

A government handout is ready to be harvested.

16 days ago
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Solitron Devices (SODI)

Not investment advice: Read my full disclaimer here.

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Authors

The writers behind this newsletter.

  • Andrew Pogue

    Ex-Consulting, PE Ops & Search fund owner / operator. Currently searching global public markets for alpha. Not investment advice.

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