@ValueInvesting | Substack

@ValueInvesting

@valueinvesting

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Long-term arbitrage: 15% risk-free returns. Stocks are capital, not profit. Average yield focus. Excess returns in uncertainty and asymmetry.

8.9K+ subscribers

Value Investing for Professionals

Value Investing for Professionals

By @ValueInvesting

Value Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei

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