Antarctic Circle Capital: Monthly deep dives into unique small-cap stocks, offering undervalued, deep value, and special situation picks. Get actionable insights, continuous updates, and early access to content.
๐ง๐ปโ๐ปValue Investor || ๐ฌ Newsletter Writer || $ASC $PROC $PERF
I write about investing and cheap, high potential stocks with a bias towards cash generation, value and acquisitive business models.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
Investment research on high-quality businesses by a self-taught value investor in the tradition of Graham, Buffett and Munger.
I cover deep value stocks, Grahamian net-nets, special situations and alike. ~30% CAGR since I started.