STOCK VALUATION
VIAVALENS, VIAVALENS AnalystBacked by 25 years of professional investment analysis, we identify undervalued stocks. Independent. Human. Long term thinking.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 102 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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viavalens.substack.comLatest Issues
Crown Holdings: A business model that is impossible for AI to disrupt (paid version)
Discover the sustainable packaging powerhouse and understand its value. Our intrisic valuation on September 17th, 2026
Crown Holdings stands at a pivotal intersection of robust financial health, featuring USD 13,256 million in annual sales...
CGI: Another Acceleration Story (paid version)
The company might experience a similar re-rating like Accenture or Cognizant once the market recognize that AI represents a greater opportunity than threat. Our valuation on September 14th, 2026
CGI offers an appealing combination of resil...
Taikisha: The Industrial Growth Story (paid version)
Taikisha is expanding into automation, energy efficiency and next-generation manufacturing infrastructure. Our intrinsic valuation of the company on September 9th, 2026
Taikisha presents an unusually compelling combination of a strong comp...
Arrow Electronics: Riding the AI Wave Beyond Semiconductors (paid version)
The AI infrastructure boom is reshaping electronics and Arrow Electronics is right in the middle of it.
Arrow Electronics sits at an intriguing intersection of two powerful forces: a cyclical electronics distribution business and the struc...
High-Dividend Stocks with Sustainable Payouts (paid version)
Our Top 20 dividend stocks plus key financials for our paid subscribers
As of September 3, 2026, we have compiled a list of companies offering high dividend yields.
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Authors
The writers behind this newsletter.
We independently value public companies using DCF models, publish valuations and share our investment strategy. Two fathers, friends. A financial analyst and a private investor. +25 years experience of making money, losing money, and learning.
True Value Investor
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