Reflecting on My First Month on Substack

Today marks the end of my first month writing on Substack.

Just wanted to share a few quick reflections on what actually worked in terms of growth.

First off: huge thanks to everyone who subscribed. Seriously. It means a lot.

I just found a really interesting Net-Net stock trading nearly 30% below liquidation value.

A solid business founded in 1919, currently trading at 0.45x book value.

It holds over 50% of its market cap in cash with zero debt.

Feels like the kind of company that would’ve caught Buffett’s eye back in the day.

What do you guys think?

Net-Net Stock

A few weeks ago, I was digging through stocks, looking for deep value plays.

Didn’t expect much. But then I found this:

A solid business founded in 1919, currently trading at 0.45x book value.

It holds over 50% of its market cap in cash with zero debt.

This might be the best deep-value setup I’ve seen in a long time.

I’m writing an in-depth breakdown. Subscribe if you don’t want to miss it.