Value Investing for Professionals
by @ValueInvestingValue Investing for Professionals
About the Substack
Value Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei
Free Subscription Benefits
- Value Investing insights for a professional audience, by a sophisticated value investor
Paid Subcription Benefits
- 12x Value Investing deep-dives per year (i.e. what you pay vs. what you get), through a professional's lens
- Focus on analyzing stocks reported in the 13-F filings of famous value investors. Exceptions can be made when attractive enough.
- Sophisticated insights for professional value investors (e.g. macro, portfolio strategy, no investment advice)
Paid Subscription Plans
- $299 a year
- $40 a month
About @ValueInvesting
Long-term arbitrage: 15% risk-free returns. Stocks are capital, not profit. Average yield focus. Excess returns in uncertainty and asymmetry.
Value Investing for Professionals's recommended Substacks
East Asia Stock Insights
Subscribe for unique and actionable insights on East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China markets.
free subscribers
StreetSmarts
Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)
Macro Market Notes
A collection of notes on topics relevant for macro policy discussions and market views, leveraging the policy/market experience, economic intuition and econometric skills of an accomplished macroeconomist. Views are those of the author only.
Tech Investments
In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
paid subscribers
free subscribers
free subscribers