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Stock Valuation Newsletter

VIAVALENS, VIAVALENS Analyst

We independently analyze and evaluate public companies and publish 100% in-house calculations.

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Substack
PricingFreemiumPublishesDaily
Issues82Foundeda year agoLast Issue5 days ago
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Latest Issues

Spotify: From Music App to Money Machine - a buy by now? (paid version)

Our intrinsic valuation of the company on July 17th, 2026

Spotify’s story today is about a once profit-light growth champion evolving into a disciplined, cash-generative audio powerhouse at the center of a fast-changing streaming universe,...

5 days ago
4
Paid

Cigna Group: Unlocking hidden upside in a Health Services Powerhouse (paid version)

Our intrinsic valuation of The Cigna Group on July 15th, 2026

The Cigna Group is a giant in health services, now shifting its weight from volatile insurance lines toward scalable, data‑driven solutions and specialty pharmacy. This strategi...

6 days ago
1
Paid

Universal Display Corporation - the current weakness appears to be cyclical rather than structural (paid version)

Our valuation of the forgotten stock on July 8th, 2026

Universal Display sits at the crossroads of cyclical fear and structural opportunity:

13 days ago
1
Paid

Stellantis N.V. - We revisit our February valuation and reaffirm our view based on the latest figures (paid version)

Our Assessment of the Situation and Our Updated Valuation as of July 6, 2026

On 19 February 2026, we initiated coverage of Stellantis and argued that the shares were undervalued. Since then, the stock price has continued to slide, and in m...

15 days ago
1
Paid

Amphenol Corporation: is this AI-winner still a buy? (valuation)

Our intrinsic valuation of the company on July 3rd, 2026

Amphenol sits right at the crossroads of the AI data‑center boom, accelerating vehicle electrification and rising industrial automation, turning humble connectors and sensors into st...

18 days ago
2
Paid

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  • VIAVALENS

    Two fathers, friends. A financial analyst and a private investor. Decades of making money, losing money, and learning. We now independently value public companies using DCF models and share our valuations with readers at Substack and our children.

  • VIAVALENS Analyst

    True Value Investor

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