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Value Investing One-Pagers

About the Substack

Value investing ideas and thoughts. Mostly spin-offs, apparent value opportunities, hunting where others are fearful and exciting micro-caps.

Why One-Pagers? As Einstein said, "“If you can't explain it simply, you don't understand it well enough."

About Value Investing One-Pagers

Value investing ideas and thoughts. Mostly spin-offs, apparent value opportunities, hunting where others are fearful and exciting micro-caps.

Why One-Pagers? As Einstein said, "“If you can't explain it simply, you don't understand it well enough."

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