
We independently analyze and evaluate public companies and publish 100% in-house calculations.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 82 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||

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,...
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...
Our valuation of the forgotten stock on July 8th, 2026
Universal Display sits at the crossroads of cyclical fear and structural opportunity:
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...
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...
Subscribers, engagement, traffic and sponsorship for Stock Valuation Newsletter.
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The writers behind this newsletter.
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.
True Value Investor
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