Sitemap - 2024 - Value Investing Substack

TSLA (Part S): Financial Statement Analysis (FY16-23)

Accounting Proof: Leave Elon Musk Alone!

Could TSLA Be The Next NFLX? (Part 0)

Where Does Value Investing Get Its Edge?

Deep-dive: Fitch's Downgrade of China's Rating Outlook

SEA Ltd: Amazon of New China (Part 3)

SEA Ltd: Starting To Look Like Amazon (Part 2)

SEA Ltd: Pinduoduo ex-China (Part 1)

Unpopular Opinion: Diversified Portfolio > Concentrated Portfolio

Value Investors = Business Owners. Here's The Irrefutable Accounting Proof.

Floor & Decor vs. Macro (Part 3) | 2018 called, it wants its 34x PE back

Berkshire Hathaway's 2023 Results — Overview

Floor & Decor: The NERDIEST Deep-Dive Equity Research Report (Part 2)

Floor & Decor: Munger's Costco 2.0 (Part 1)

US Banking Groundhog Day?

Weekend thoughts follow up: $NYCB insider buying and mea culpa

Disney Q1 Earnings Review: Why Did $DIS Pop +8% Overnight?

RISK: The Definitive Value Investing Definition

Why Did $NYCB Crash -40% Yesterday? (Podcast)

Evergrande Revisited: A Deep Dive

Hibbett, The Oddball Stock: A Genuinely Mispriced Small-Cap Flying Under The Radar (Part 2)

HIBBETT: A Mathematical Nike | Financial Deep-Dive (Part 1)

Value Investing Substack Portfolio Review | Annual Letter 2023

Was John Maynard Keynes A Value Investor?

Dollar General: Undervalued Walmart in a Downcycle? Quantifying the Downside (Part 3)

Is Dollar General a Value Trap... or Value Investing? An Objective Data-Driven Analysis (Part 2)

Dollar General: -45% in FY23, +45% in FY24? (Part 1)