Value Investing Substack
"Value", as defined in Value Investing, is simply the act of buying something for less than its worth.
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This is going to change the PC world as we know it
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Author of the Asian Century Stocks blog
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A friend recently asked me to teach him how to analyze financial statements, so we picked a random company that I had never looked at before - and I wa…
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Just to be clear, I'm bullish
Jun 25Comment 1Share
Good primer on the dynamics of the oil price environment over the next 3 yearsHighlights: 1. Pre-covid demand was 100m bbl/day, while current demand is 95m bbl/day. OPEC+ and Neutrals are currently producing about 90m bbl/…
Jun 18CommentShare
Peeling back the curtains behind one of the greatest investments of all time
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Just a cursory one, not a forensic deep-dive
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Value Investing Substack


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