Value Investing
Frameworks for thinking like a value investor, moats, valuation, capital allocation, and the mistakes along the way. No signals, no hype.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 6 months ago | Last Issue | 2 days ago |
| Active | |||||
Read this Newsletter
valueoverhype.substack.comLatest Issues
Why the Businesses That Look Strongest Are Often the Ones to Watch Most Carefully
Four signals that precede moat erosion before it reaches earnings, pricing behavior, management language, competitor transcripts, and incremental ROIC.
The most expensive mistake in long-term investing is not paying too much for a mediocre...
How I Think Before Every Investment Decision: 5 Frameworks That Actually Work
Charlie Munger spent most of his life arguing that the best investors are not the ones with the most information. They are the ones with the best thinking tools.
His prescription was specific: build a latticework of mental models drawn fro...
The Cyclical Business Valuation Playbook: Why Standard Multiples Lie and How to Use Mid-Cycle Earnings Instead
Standard multiples give the wrong signal in cyclical businesses, cheap at the peak, expensive at the trough. A complete valuation playbook: mid-cycle earnings, replacement cost floors, trough survival tests, and when to actually buy.
The m...
How I Build a Bear Case First: The Reverse Engineering Process That Keeps Me From Falling in Love With a Stock
There is a particular kind of investor mistake that has a specific texture.
It does not feel like a mistake when you are making it. The business is genuinely good. The industry is attractive. The management team has a strong track record....
What the Footnotes Told Me: A Case-by-Case Breakdown of Disclosures That Changed My Valuation
The income statement is what management wants you to see. The footnotes are what the accounting standards require them to show you.
There is a moment in reading a 10-K that I have come to look for deliberately.
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Value Investing.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Helping long-term investors build wealth through value investing frameworks, valuation insights, and timeless mental models. Writing about great businesses, undervalued opportunities, intrinsic value, and margin of safety.
Frequently Asked Questions
How can I access the email archive for Value Investing?
You can find recent issues that have been published by Value Investing 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 Value Investing have?
To see how many people subscribe to Value Investing, 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 Value Investing?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Value Investing 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 Value Investing?
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 Value Investing using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Value Investing?
Scroll up to where it says Related Newsletters to see other publications like Value Investing. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Value Investing?
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.