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.
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