Value Investing Substack
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This is going to change the PC world as we know it
Jul 16CommentShare
Author of the Asian Century Stocks blog
Jul 4CommentShare
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…
Jun 29Comment 2Share
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
Jun 11CommentShare
Just a cursory one, not a forensic deep-dive
May 31Comment 20Share
Yes, I know the word 'The' is in the brand name
May 18Comment 4Share
What if you could turn an O&G company... into a bank?
May 16CommentShare
On the Futility of Global Climate AccordsIncredibly well-researched analysis of Biden's Green Wave initiatives, that takes an objective scientific look at both sides of the debate. (lea…
May 4CommentShare
Europe's Plan to Unify Its EconomySeriously interesting 8-minute video about how the Eurozone intends to rescue itself from its debt-ridden growth vacuum. Don't count the Eurozon…
May 3CommentShare
No really, you gotta read this
Apr 27Share
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