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 | 29 | Founded | 10 months ago | Last Issue | 23 days ago |
| Active | |||||
Read this Newsletter
underlyingvalue.substack.comLatest Issues
NWF Group: An enduring, profitable consolidator and likely takeover target
An enduring, profitable consolidator at ~4.6x operating profit w/ buyout optionality.
Not investment advice: First, read my full disclaimer here.
Deep Value in Oil and Gas
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.
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Underlying Value.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #248 |
Authors
The writers behind this newsletter.
Ex-Consulting, PE Ops & Search fund owner / operator. Currently searching global public markets for alpha. Not investment advice.
Frequently Asked Questions
How can I access the email archive for Underlying Value?
You can find recent issues that have been published by Underlying Value on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Underlying Value have?
To see how many people subscribe to Underlying Value, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Underlying Value?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Underlying Value as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Underlying Value?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Underlying Value using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Underlying Value?
Scroll up to where it says Related Newsletters to see other publications like Underlying Value. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Underlying Value?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.