Value Investing by Giles Capital
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| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 122 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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gilescapital.substack.comLatest Issues
Giles Capital Reads - Week 31
On Odd Lots, private equity rewired insurance companies to absorb private credit risk; on Merryn Talks Money, a Pulitzer-winning historian maps the same structural mistake from the 1870s railway bubble to today. The One to save turns to ear...
Giles Capital Weekly - Week 31
Tencent Seafront Towers, Nanshan District, Shenzhen. Tencent operates WeChat, China's dominant messaging app, alongside gaming and digital payments.
Welcome to another edition of Giles Capital Weekly. US factory activity expanded at its st...
Giles Capital Reads - Week 30
Richard Katz finds Japan's fossil fuel diplomacy in Southeast Asia is ceding renewable dominance to China, while Arjun Murti tracks how energy and utility stocks actually traded through the Strait of Hormuz crisis. The One to save turns to...
Giles Capital Weekly - Week 30
One of Fuller's freehold pubs across southern England. Fuller's owns and operates over 300 pubs and hotels, primarily across Greater London and the South East.
Welcome to another edition of Giles Capital Weekly. Big technology earnings ran...
Giles Capital Reads - Week 29
Two pieces this week sit on opposite sides of the market valuation debate, and Horace Dediu reframes big cloud companies' AI spending as a direct transfer of shareholder wealth to semiconductor companies. The One to save makes the contraria...
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