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Value At an Unreasonably Low Price (VAULP)
By Aaron Pek · Launched 2 years ago
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CARING for 7-Eleven's Shareholders - Is Caring Pharmacy Worth USD 400M (RM 1.78B)?
How can a subsidiary company be worth >90% of its parent company's entire Market Cap (RM 1.9B)?
Aug 2
2
🚅 Canadian National Railway Deep-Dive - The Epitome of Asymmetric Risk:Reward (NYSE:CNI)
Positive Catalysts: US Commodities, CPKC merger, Pivot to Growth (from PSR), Intermodal Business Model Shift, Decarbonization, Nearshoring in Mexico, Market Share Capture from Trucking... & More!
Jul 15
2
What is Value Investing Substack?
Value Investing in ASEAN... the next China! Click here to learn about us!
Jan 20, 2020
3
🚅 US Railroad Industry Primer - The Picks & Shovels of the US Commodities Sector
What If You Could Combine The Radical Efficiency of the LCC Airline Sector with the Railroad Industry? You'd Get Precision Scheduled Railroading (PSR)
Jul 15
5
2
Most popular
Serba Dinamik: Red Flag Analysis (5279.KL)
4
20
Evergrande: A Deep Dive (Part 1)
4
What the early Amazon investors saw
2
Why Ant Financial's IPO was pulled
1
3
Evergrande: What Happens Next? (Part 2)
3
6
What is Value Investing?
7
1
See all popular
New
Community
Hibiscus (Episode IV): A New Hope?
HIBISCUS shares are a completely different animal today from just 12 months ago. Are they still undervalued? That depends: Will Oil Prices stay above…
Jul 3
1
Innature (Part 2): The Perfect Hedge Against BOTH Inflation + Deflation
The Fed Hiked Rates 0.75% Amidst +8.6% US Inflation... will it lead to a Recession? Here's a stock which is BOTH An Inflation + Deflation Portfolio…
Jun 16
3
✈️ AirAsia 1Q22 Quarterly Review - What Goes Down Must Come Up (statistically speaking)
Looking for the same LT secular growth of Commodities/Energy + don't mind similar Volatility & Risk - but without the geopolitical beta exposure…
Jun 3
1
MYNEWS (5275.KL) - Not What You'd Expect From A Convenience Store
EDIT (29.05.22): My sincerest apologies! The investment thesis described here is completely bunk. Please refer to the EDIT inside for details.
May 27
1
🌊 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…
May 17
3
✨ 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
3
2
✨ 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…
Apr 30
5
6
✨ 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
See all
Most popular
Serba Dinamik: Red Flag Analysis (5279.KL)
4
20
Evergrande: A Deep Dive (Part 1)
4
What the early Amazon investors saw
2
Why Ant Financial's IPO was pulled
1
3
Evergrande: What Happens Next? (Part 2)
3
6
What is Value Investing?
7
1
See all popular
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