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Value Investing Substack

https://valueinvesting.substack.com/

Mentions29
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Latest post5 Sept 2026
lululemon athletica inc.Don’t Wait To Join The Bourgeoisie-5 Sept 2026
Alphabet Inc.Don’t Wait To Join The Bourgeoisie-5 Sept 2026
Zetrix AI BerhadZetrix at 2x PE-31 Aug 2026
Meta Platforms, Inc.TTD: Reminds me of META 2022-27 Aug 2026
The Trade Desk, Inc.TTD: Reminds me of META 2022-27 Aug 2026
PDD Holdings Inc.Count Your Dollar Yield-22 Aug 2026
Comcast CorporationCount Your Dollar Yield-22 Aug 2026
PayPal Holdings, Inc.Count Your Dollar Yield-22 Aug 2026
GoDaddy Inc.Count Your Dollar Yield-22 Aug 2026
Intuit Inc.Count Your Dollar Yield-22 Aug 2026
lululemon athletica inc.Count Your Dollar Yield-22 Aug 2026
The Trade Desk, Inc.Count Your Dollar Yield-22 Aug 2026
Meta Platforms, Inc.Count Your Dollar Yield-22 Aug 2026
Charter Communications, Inc.Count Your Dollar Yield-22 Aug 2026
Apple Inc.GOOG is the new AAPL-16 Aug 2026
Alphabet Inc.GOOG is the new AAPL-16 Aug 2026
lululemon athletica inc.LULU at 9x PE-6 Aug 2026
lululemon athletica inc.What Really Matters-31 Jul 2026
PayPal Holdings, Inc.What Really Matters-31 Jul 2026
Intuit Inc.What Really Matters-31 Jul 2026
Meta Platforms, Inc.What Really Matters-31 Jul 2026
NIKE, Inc.What Really Matters-31 Jul 2026
NVIDIA CorporationWhat Really Matters-31 Jul 2026
PDD Holdings Inc.PDD at 2x EV/EBIT-19 Jul 2026
Micron Technology, Inc.Deep Value Investing in an Overvalued World-12 Jul 2026
Adobe Inc.Deep Value Investing in an Overvalued World-12 Jul 2026
Domino's Pizza, Inc.Deep Value Investing in an Overvalued World-12 Jul 2026
PayPal Holdings, Inc.Deep Value Investing in an Overvalued World-12 Jul 2026
Charter Communications, Inc.Deep Value Investing in an Overvalued World-12 Jul 2026