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 | 24 | Founded | 5 months ago | Last Issue | 4 days ago |
| Active | |||||
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valueoverhype.substack.comLatest Issues
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...
What a Good Business Actually Looks Like (Most Investors Never See One)
Most investors spend their time thinking about valuation. Is this stock cheap? What is the P/E relative to peers? Has the price dropped enough to be interesting?
These are reasonable questions. But they are the second question, not the fir...
How I Actually Read a 10-K (And What I Skip)
Most investors either skip the 10-K entirely or read it the wrong way. Here is the exact order I go through every annual report, what to ignore, where the signal actually hides, and the three passages that tell you what management isn't say...
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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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