UnlearningCFA’s Blog
UnlearningCFACrystallizing corporate governance thoughts through writing. Self-taught corporate governance scenario analyst.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | unlearningcfa.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Predicting Applovin
Before I started writing publicly, I did a few test-runs to see if I could come up with some governance “dark arts” ideas.
Betting big on PSU's
I have next to no knowledge of Molina Healthcare’s (NYSE: MOH) fundamental business, but recent performance stock units (PSU’s) make me think that something’s going on.
Signalling a sale? - Playa Resorts
I have been trying to identify companies running a sale process ex-ante and I believe that Playa Resorts (NASDAQ: PLYA) might be laying the groundwork.
Constellation Software Bonds?
With all the excitement guided towards Constellation Software (CSU), I’m surprised that their bonds aren’t ever discussed. I believe that an investor can earn ~6.4% by holding CSU bonds to maturity, in addition to having significant protect...
Authors
The writers behind this newsletter.
I simply like to write about stocks, investments and portfolios. Always trying to feed my curiosity.
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