Blog | Value Investing Substack | Aaron Pek | Substack

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Interviews, podcasts and general thoughts

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An Equally-Weighted Portfolio in all the stocks on Value Investing Substack would have delivered +16.6%. Over the same period, DCA-ing into the S&P500…

Feb 7

What does the P/B ratio really mean? It represents the premium that shareholders are paying to acquire the reinvestment capacity of the equity (i.e…

Oct 8, 2022

Join my US Macro webinar next Tuesday (12 Apr)... plus trial subscribers gain a new freebie!

Apr 8, 2022

Get daily updates on ASEAN stock markets and Value Investing on Telegram!

Jan 23, 2022

Paid subscribers gain access to the Telegram group chat beta, while free subscribers get a New Year's gift... Value Investing Substack NEWS!

Jan 1, 2022

The ASEAN Growth Story - the next China over the coming 30 years

Oct 8, 2021

Interview with Michael Fritzell of Asian Century Stocks

Sep 16, 2021

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