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 | 39 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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valueoverhype.substack.comLatest Issues
3 Metrics That Tell You More About a Business Than EPS Ever Could
I want to be precise about what I mean when I say I ignore EPS.
I do not mean I never look at earnings. Earnings matter. A business that cannot generate profits eventually stops existing, and the trajectory of a company’s earning power is...
Why Growing Revenue Can Destroy Value: The Reinvestment Rate Problem
A business can grow revenue at 15% per year for a decade and be worth less at the end than at the beginning. Here is why, and how to spot it before it costs you years of compounding.
Revenue growth is the metric most investors watch most c...
How Many Stocks Should You Actually Own? The Answer Is Probably Fewer Than You Think
There is a version of diversification that is genuinely useful.
If you do not know which businesses you own well enough to have a reliable view on their intrinsic value, earnings durability, or competitive position, spreading capital acros...
The Acquisition Your Portfolio Company Just Announced Is Probably Going to Destroy Value
The impairment charge is the accounting catching up to the economics. The economics were visible years earlier, if you knew where to look.
The pattern is one of the most reliably destructive in corporate finance, and it follows the same se...
What to Do When a Stock You Own Drops 20%: A 3-Question Framework
A 20% drop in a stock you own is one of the most reliable tests of an investment process.
Not because 20% is a particularly meaningful number, it is not. The business has not changed because the stock price moved. The underlying competitiv...
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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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