Valuation Based Investing
by Valuation Based Investingin 💰 Finance
Valuation Based Investing
About the Substack
We teach investing to busy professionals through a PROVEN VALUATION-LED framework to analyse businesses and build a disciplined portfolio
Free Subscription Benefits
- Weekly insights on UK equities through the VBI lens, with occasional practical takeaways you can apply to your own portfolio.
Paid Subcription Benefits
- Deeper dives on the weekly free pieces, showing how a VBI investor actually reads earnings and frames risk/reward
- More detail and numbers to quantify the ideas in the free tier, including simple tables and sanity checks you can reuse in your own analysis
- Uncomfortable but useful: highlights of potential pitfalls and structural mistakes at sector and portfolio level, before they become expensive
Paid Subscription Plans
- £8 a month
- £80 a year
About Valuation Based Investing
Take charge of your investing with confidence. We teach busy professionals how to value businesses and build a portfolio — whether you're just starting out or looking to sharpen your edge.
Valuation Based Investing's recommended Substacks
ThePortablePortfolio’s Substack
For investors who think independently. Weekly deep dives on mispriced stocks, crypto infrastructure plays, and emerging market compounders from someone who puts real capital behind every thesis.
Japan Industry Angle
Japan from the inside, for readers who want to understand its industries, companies, and social context.
Backed by Pronoia
"Pronoia is the belief that the world is quietly conspiring in your favor." Overlooked companies, asymmetric bets and second-order stock ideas hiding behind the market’s biggest narratives.