Low multiple investing in "value" factor stocks | Diversified portfolio with 11% CAGR | Former PM & analyst
Low multiple investing in "value" factor stocks | Diversified portfolio with 11% CAGR | Former PM & analyst
The number of free subscribers for Value Investing Substack over time since it was added to the directory.
Subscribe for unique and actionable insights on East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China markets.
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)
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.
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.