Value Investing for Sophisticated Investors
@ValueInvestingEquity Analysis for Sophisticated Value Investors | Ex-PM and Equity Analyst | Featured on Nikkei
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 194 | Subscribers | Read | valueinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why Buffett Is Selling - Lehman But Insurance
First rule of Fight Club: don’t talk about blowing up credit ~~card companies~~ markets
Poking Holes in Einhorn's PTON Thesis
Not Investment Advice. Read Disclaimers.
Zooming in on BABA (Part 2)
Segment Analysis: A Cash Cow + Bunch of Ventures
BABA: Recreating Michael Burry's Deep-Dive (Part 1)
P/E ratio is the wrong multiple: Why BABA's performance isn't as bad as everyone thinks
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Authors
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Long-term arbitrage: 15% risk-free returns. Treat public stocks as private investments. Keep average yields over time in mind.
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