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 | 33 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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valueoverhype.substack.comLatest Issues
The Mistake Every Value Investor Makes With Dividend Stocks (Including Me)
There is a specific kind of value investor mistake that looks nothing like a mistake at the time.
The stock has a recognizable name. The business has been operating for decades. The dividend has been paid without interruption for years, so...
Why You Keep Buying Compounders Too Late (And How to Find Them Earlier)
The best entry points into compounding businesses come before the compounding is visible. Six specific financial and competitive fingerprints, including gross margin sequencing, incremental ROIC, and competitive widening in the weakest segm...
How I Think About Position Sizing When I'm Not Sure: A Framework for Partial Conviction
Position sizing when you are confident is straightforward. You have done the work, the business quality is clear, the valuation is attractive, and the downside scenario is one you can accept. You size it as a core position. The conviction d...
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...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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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.
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