My newsletter (value don’t lie) covers all-cap special situations. They are quick and easy write ups highlighting the business, why it’s interesting, and valuation (a sort of Steinhardt approach).
My background (personal) spans accounting, investing, PE, and SMB ownership. A pretty unique blend when it comes to investing.
Favor for readers — What do you like/dislike as it is today? What do you want to see more of?
Thanks for reading and helping me make things better!
Mar 29
at
2:48 PM
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