Value Investing Substack

Home
Equity
Sector
Macro
Value Investing
Blog
Archive
About

Equity

Deep-dive stock research

NewTopCommunity
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…
Aaron Pek
3
Looking for the same LT secular growth of Commodities/Energy + don't mind similar Volatility & Risk - but without the geopolitical beta exposure…
Aaron Pek
1
EDIT (29.05.22): My sincerest apologies! The investment thesis described here is completely bunk. Please refer to the EDIT inside for details. 
Aaron Pek
1
Evaluating ASEAN e-commerce marketplace Shopee's performance - using GAAP accounting metrics (e.g. revenue), rather than non-GAAP metrics (e.g. adjusted…
Aaron Pek
3
A Business Economics Primer of Netflix and its Streaming Industry - and How Investors Have Short Memories
Aaron Pek
4
2
A pandemic report card of how AirAsia performed during the past 8 quarters (1Q20-4Q21) - and assessing their past performance to forecast their future…
Aaron Pek
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."
Aaron Pek
1
See all
© 2022 Daniel
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing