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!
