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Value Seeker Reserch

Value Seeker Reserch

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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Substack
PricingOnly free issuesPublishesWeekly
Issues96SubscribersRead valueseekerreserch.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Investment thesis compilation and news of the week 11/29/2024

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13 days ago
7
1

Investment thesis compilation and news of the week 11/22/2024

* on Pinduoduo through its platforms Pinduoduo and Temu, has rapidly expanded its e-commerce presence, achieving significant revenue growth and positioning itself as a formidable competitor to Amazon.

20 days ago
6
0

Investment thesis compilation and news of the week 11/15/2024

* Greenhaven on LifeCore a contract development and manufacturing business, operating at half margins and far more cheaper than peers. Could return 2x-5x in mid term.

a month ago
4
1

Investment thesis compilation and news of the week 11/08/2024

* Hindenburg Research on PACS Group a skilled nursing facilitities operator that is abusing taxpayers ccommiting fraud.

a month ago
6
2

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The writers behind this newsletter.

  • Value Seeker Reserch

    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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