Value Investing for Professionals
Aaron PekValue Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 190 | Subscribers | Read | valueinvestiing.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Energy Drink Industry Primer
Market Share, Brands, Exclusivity Agreements, Distribution, Moats, Pricing Power
Tap Dancing To Work: What Passion in Markets Really Means
“First of all, if they're going in it for the money, they should go elsewhere. There's too many people in the business like me that just love the game and the passion for reasons I just articulated. And they're not going to win. And it's no...
AGCO: If META Sold Luxury Tractors (Part 3)
2x Sector Growth by 2029: 1st-mover innovator addressing new TAM under a highly differentiated business model (modular, open-source)
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Authors
The writers behind this newsletter.
Long-term arbitrage. Volatility-agnostic. Time-averaged yield focus (i.e. business fundamentals). Excess returns found in uncertainty & asymmetry. Stocks represent capital, not profit.
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