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)
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)