#1,855
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The Variant View

About the Substack

Value investing and special situations driven by a behavioural edge in mispriced large caps and event-driven options. Unconstrained by industry convention. Comfortable diverging from consensus opinion.

Free Subscription Benefits

  • Occasional public posts

Paid Subcription Benefits

  • Subscriber-only posts and full archive
  • Post comments and join the community

Paid Subscription Plans

  • $180 a year
  • $25 a month

About The Variant View

Value investing and special situations.

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