Important Update:

All new content is now published through The Intrinsic Value Newsletter.

Paid subscriptions will continue to be managed via Substack — no action is needed on your part.

The only change is that all updates, analyses, and insights are now shared under the new newsletter name.

You receive:

  • A weekly Deep Dive via the Newsletter and the Podcast

  • Paid Subs continue to receive my Portfolio and Position Updates

Thank you for being part of the community!