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 | 26 | Founded | 6 months ago | Last Issue | 7 days ago |
| Active | |||||
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valueoverhype.substack.comLatest Issues
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.
The ROIC Lifecycle: How to Identify Where a Business Is in Its Competitive Arc (And Price It Accordingly)
Most investors look at return on invested capital as a snapshot.
They find a business earning 18% ROIC, conclude it is high quality, and move on to valuation. Occasionally they will check whether the number is above or below a threshold, 1...
When to Hold a Compounding Business and When to Sell
The hardest question in long-term investing is not what to buy. It is knowing when the reason to keep holding has quietly changed.
I wrote earlier this year about the mistake I keep repeating: selling great businesses once they reach my es...
The Earnings Quality Checklist: 9 Signs the Numbers Are Better Than the Business
Earnings season has a ritual quality to it. The number comes out. It beats the estimate. The stock rises. The management team congratulates itself on a strong quarter, and the financial press writes a story about momentum.
What nobody asks...
The Capital Allocation Scorecard: How to Grade Management Before You Trust Them With Your Money
Most investors evaluate management by feel. Here is a framework for doing it by evidence.
Most investors know, in the abstract, that management quality matters. It shows up in every investing checklist, every framework piece, every “what I...
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The writers behind this newsletter.
Long-term value investing. No hype. Practical frameworks, valuation insights, and mental models for investors focused on long-term wealth creation.
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