Value Seeker Research
Links to investment theses and summary of the most important news every week. Subscribe for free! Also deep dives about special situations and deep value companies.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 104 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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valueseekerresearch.substack.comLatest Issues
Investment thesis compilation and news of the week 02/09/2025
- Third Point on SK Square $402340 a Korean tech holding firm whose value is overwhelmingly tied to its stake in SK Hynix and is pursuing aggressive buybacks, governance reforms, and capital allocation changes to close a large discount to i...
Growth visibility of +10% for decades, ROEs of ~20% at ~12× earnings
Hi! What multiple do you think a company should trade at if it operates in a niche, can generate returns above 20%, has highly predictable long-term double-digit growth, and is run by an aligned management team with an excellent track recor...
Investment thesis compilation and news of the week 01/19/2025
- Wedgewood Partners on Chubb a best-in-class global property and casualty insurer focused on specialty and high-net-worth lines, whose disciplined underwriting, avoidance of commoditized markets, diversified insurance cycles, and growing i...
Investment thesis compilation and news of the week 12/22/2025
- on Prosperity Bancshares a Texas-focused regional bank with a history of acquisitions and a cheap valuation in a booming regional banking M&A environment, looks like an attractive potential takeover candidate despite management saying it’...
A defensive company with growth at attractive multiples
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Links to investment theses and summary of the most important news every week. Subscribe for free! Also deep dives about special situations and deep value companies.
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