In the end, investing is all about valuation. Get 20% discount for the best valuation tool: https://www.koyfin.com/affiliate/koyfin-with-friends/?via=evfcfaddict
Author of valueandopportunity.com and self proclaimed "King of the Bumsbuden".
Retail trying to not be fooled by randomness.
nodeepdives.substack.com
Private investor. Likes family run companies. SFAF member.
Newsletter: http://frenchhiddenchampions.substack.com
Pittsburgh investment manager since 2014. Buying the weirdest and wildest.
alluvial.substack.com
tactilefund.com
Writer | Listener | Investor
Strategist, designer, investor.
Robust brands, regulation, and busted narratives. Valuation matters.
Writing on all things finance at http://invariant.substack.com
Cohost of The Odd Lots Podcast
Singer and guitarist in Light Sweet Crude
Tweeting about tech and gabagool
Collector of shares | Value investor at hearth | Purveyor of fine things
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so”
https://mrmarketmiscalculates.substack.com/
I invest in unrecognized/underappreciated excellence. Marathon AM: Trying to spot a great manager remains a game very much worth playing.
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: http://mbi-deepdives.com
A markets and finance blog that's outside the FT paywall. All we ask is that you register to read: https://on.ft.com/3tDRiiu
Micro family office accumulating 🏯 quality x 🌳 growth x 👨🏭 owner-operator stonks | 😎 Happiness snob | #BillsMafia | 🐉 Chaos is a ladder
Dad. RGA Investment Advisors. Soundview Equity Partners. GARP investor. Mets, Jets, Isles fan. Compulsive reader. In awe of nature. Co-host @twiii_podcast.
Unloved by Elon (who once tried to get me fired), disgusted at "conservatives" who turned out to be Trump cultists, hoping Democrats will get healthier, and wishing Congress would do its damned job.
I write at montanaskeptic.substack.com
1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
