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CD PROJEKT RED - The AMEX of the Big Gaming Industry? (Update)
1Q23 Earnings Call Summary
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Aaron Pek
Big Gaming Industry Primer
The Competitive Moats of AAA Gaming Studios Are Like the Cigarette & Casino Industries Combined
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Aaron Pek
5
May 2023
Sick from $NVDA FOMO? Here's the Vaccine
A Deep-Dive Into How Value Investors Stop Fearing the FOMO
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Aaron Pek
2
CD PROJEKT RED: The AMEX of the Big Gaming Industry? (Part 2)
Keanu Reeves Whispering: "Capital-Light 'Tech' Biz with Strong Brands & Sticky Customers. Highly Recurring FCF. Insider Ownership: 34%. Gross D/E: 1.5…
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Aaron Pek
Value Investing Substack NEWS chat for free subscribers
Good news everyone! We're reviving Value Investing Substack NEWS
 • 
Aaron Pek
CD PROJEKT RED: The AMEX of the Big Gaming Industry? (Part 1)
CDPR's botched release of Cyberpunk 2077 reminds me of AMEX's Salad Oil Scandal in 1963
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Aaron Pek
April 2023
⚒️ The Value Investing Substack List of INDUSTRY PRIMERS
100+ Financial Substack Sorted by Sector & Macro
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Aaron Pek
6
🗞️ NIKKEI x Value Investing Substack - Read my latest article on Nikkei Asia 🌍
Malaysia Needs To Get Smarter About Foreign Investment - Or Fall Behind Its EM Peers
 • 
Aaron Pek
🎙️ My Interview on the Contrarian Investor Podcast - INTC, OXY, Hibiscus, China Macro
What Is Value Investing Substack? Learn what we're capable of through three interviews - 2) Malaysia's 8.7% GDP Growth in 2022 + 3) BUKALAPAK…
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Aaron Pek
OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL (Divd Yield - ST: 6%, LT: 11.0%)
Here's The Real Reason Why Warren Buffett is Enchanted by the High FCF Yield Occidental Petroleum (NYSE:OXY) - Oil Prices are Completely UNANCHORED from…
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Aaron Pek
The Next Chapter of Value Investing Substack
Why This Newsletter Is Raising Its Prices By +300% + Switching from S.E.A. to US Stock Coverage
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Aaron Pek
DEEP VALUE MOATS (3-in-1): PAX Global, Silverlake Axis, RGB International
Each of these businesses command significant market share in their respective industries - but are only being valued at single-digit ex-cash PE ratios!
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Aaron Pek
2
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