UnreasonableAsymmetric's Substack
Unreasonably AsymmetricMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 8 | Founded | a year ago | Last Issue | 23 days ago |
| Active | |||||
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unreasonableasymmetric.substack.comLatest Issues
Portfolio Update 2 & Call with VP of IR
This post includes my portfolio as well as an update into the recent earnings on positions I own, with my thoughts.
This is my second portfolio update post and Ive changed the way the portfolio is being shown, so it can be more transparen...
UK Microcap rejects offers 2.5x higher than current valuation with subsidiary at 3x P/E and 0.06x P/S
Quick Pitch
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Subsidiary priced at 3x earnings of total market cap, with N.I mid teens CAGR.
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2x separate offers at 2-2.5x higher than current valuation, rejected in last 12 months — clear M&A demand even at cyclical lows & unpr...
Earnings Updates & Portfolio Reveal
I’m concentrated, owning 3x positions with a large amount of cash 40%+ currently.
Recently Ive seen a few interesting ideas recently, but upon looking further into the annual report, business model, etc, the thesis starts falling apart, w...
3x P/E, 10% CAGR: Waiting, Not Buying
Disclaimer: All content is provided for informational purposes only and does not constitute financial, investment, or trading advice or any form of professional guidance.
Quick Pitch:
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3.84x P/E, 2.9x forward P/E
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Rev...
I Read 1,000+ VIC Write-Ups: Two Multi-Baggers Stood Out—Here's What They Had in Common
Value Investors Club averages 3 posts per day in the under-$500M market cap, excluding biotech writeups.
I read all them from, December 2023 — July 2025 (~19months), which gets us to the 1,000+ number.
Two stood out in a league of their...
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Authors
The writers behind this newsletter.
Genuinely obscure asymmetric opportunities with built-in downside protection. Publish only when opportunity is unreasonable enough
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