Value Seeker Reserch
Value Seeker ReserchLinks 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 | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 89 | Subscribers | Read | valueseekerreserch.substack.com |
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Latest Issues
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Investment thesis compilation and news of the week 10/04/2024
* Orbis on Alphabet OpenAI fears are exaggerated and market is not taking into account AI capabilities. Alphabet its trading well below than peers.
Investment thesis compilation and news of the week 09/20/2024
* on SDI Group a UK serial acquirer. Great article on narrative and momentum.
Investment thesis compilation and news of the week 09/13/2024
* on Peakstone Realty Trust a REIT that trades at less than half of NAV, offers an exceptional free cash flow yield, and will benefit from simplification and repositioning.
Investment thesis compilation and news of the week 09/06/2024
* MT30 on Perma-Fix a nuclear waste treatment company that currently is trading at ~$9 per share and could be generating $15m per share in FCF in 10 years forward.
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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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