Value Investing Substack
Subscribe
Sign in
Home
Equity
Sector
Macro
Value Investing
Blog
Archive
About
More
return
;
Share this publication
Value Investing Substack
valueinvesting.substack.com
Copy link
Twitter
Facebook
Email
Value Investing Substack
Value At an Unreasonably Low Price (VAULP)
By Aaron Pek · Launched 2 years ago
Subscribe
Login
About
Archive
Top posts
About
Archive
Authors
Login
Let me read it first
🌊 NYSE:SE - Shopee: The King of S&M (sales & marketing exp)
Evaluating ASEAN e-commerce marketplace Shopee's performance - using GAAP accounting metrics (e.g. revenue), rather than non-GAAP metrics (e.g. adjusted EBITDA/GMV)
May 17
3
Comment
✨ Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE?
A Business Economics Primer of Netflix and its Streaming Industry - and How Investors Have Short Memories
May 6
4
Comment
2
What is Value Investing Substack?
Value Investing in ASEAN... the next China! Click here to learn about us!
Jan 20, 2020
3
Comment
✨ Big Tech is officially in Value (factor) Investing Territory
How Buffett's investment philosophy applies to Big Tech today - The Story of Buffett x GEICO 1976 - Introducing FING stocks - FREE stock report titled “A Shallow-Dive Into Netflix” out in a few days!
Apr 30
5
Comment
6
Most popular
Serba Dinamik: Red Flag Analysis (5279.KL)
3
Comment
20
Evergrande: A Deep Dive (Part 1)
4
Comment
What the early Amazon investors saw
2
Comment
Why Ant Financial's IPO was pulled
1
Comment
3
Evergrande: What Happens Next? (Part 2)
3
Comment
6
What is Value Investing?
6
Comment
1
See all popular
New
Community
✨ AirAsia (Part 3) - the Southwest Airlines of ASEAN is on sale at 12x EV/E! (or 2x PE)
A pandemic report card of how AirAsia performed during the past 8 quarters (1Q20-4Q21) - and assessing their past performance to forecast their future…
Apr 20
2
Comment
✨ How To Make Sense of All These Inflationary Pressures
Preparation for my upcoming US Inflation webinar next Tuesday
Apr 10
1
Comment
2
✨ Value Investing Substack: 1) US Macro webinar with InvestingNote + 2) Smartkarma + 3) Telegram group chat open to trial subscribers
Join my US Macro webinar next Tuesday (12 Apr)... plus trial subscribers gain a new freebie!
Apr 8
1
Comment
✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 2)
An Intel proxy that fits the Buffett quote: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
Apr 3
1
Comment
✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 1)
An Intel proxy that fits the Buffett quote: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
Mar 25
3
Comment
✨ BJCORP Update - Is Jalil Resigning as CEO of BJCORP? (Update: Jalil has resigned)
And what might the potential impact to BJCORP's share price be from that?
Mar 19
1
Comment
✨ Macro Dream Team: Lyn Alden, Danielle DiMartino Booth, Stephany Pomboy & Ivy Zelman
“If you can keep your head when all about you, Are losing theirs and blaming it on INFLATION - You'll see the whites of the eyes of DEFLATION" ― If: An…
Mar 14
2
Comment
✨ Supermax - the next Hibiscus
"We think no asset is so bad that there's not a price at which it's attractive for purchase, and no asset is so good that it can't be overpriced." …
Mar 9
1
Comment
3
See all
Most popular
Serba Dinamik: Red Flag Analysis (5279.KL)
3
Comment
20
Evergrande: A Deep Dive (Part 1)
4
Comment
What the early Amazon investors saw
2
Comment
Why Ant Financial's IPO was pulled
1
Comment
3
Evergrande: What Happens Next? (Part 2)
3
Comment
6
What is Value Investing?
6
Comment
1
See all popular
Value Investing Substack
Value At an Unreasonably Low Price (VAULP)
Subscribe
Recommendations
View all 8
Value Punks
Value Punks
Superfluous Value
Guy Davis
Compounding Curiosity
Kalani Scarrott
Value Investing Substack NEWS
Aaron Pek
The Macro Compass
Alfonso Peccatiello (Alf)
About Us
30-Day FREE Trial
Telegram group chat for paid/trial subscribers
Value Investing Substack NEWS
Connect
Connect with me on Linkedin
Connect with me on Twitter
Value Investing
ASEAN: The Next China
What is Value Investing?
Why Value Investing > Growth Investing
Substack
Disclaimer
Discover
Discover other amazing investing Substack blogs under the 'Reads' section by clicking here
Value Investing Substack
Subscribe
About
Archive
Authors
Recommendations
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
