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Value Situations

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Former Finance Career
Value Investor

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Summary

Sector Generalists
Content Type Analysis
Website Substack
Paywall Yes

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Average Rating 9.0
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Ranking 75

Content

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A PGMs Situation Starting to Shine

May 29, 2025, 9:09 a.m.

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Wind of Change

May 22, 2025, 12:03 p.m.

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Where Are We & What To Do?

May 16, 2025, 12:37 p.m.

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A Copper-Bottomed Situation

April 29, 2025, 1:56 p.m.

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Picture of Value Situations

A Tariff-ic Set-Up?

April 4, 2025, 4:30 p.m.

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An Explosive Situation

April 1, 2025, 9:33 a.m.

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Dalata Hotel Group: Check-Out Time?

March 24, 2025, 1:59 p.m.

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Ground and Pounds

March 11, 2025, 1:32 p.m.

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Cementing Value

Feb. 24, 2025, 11:01 a.m.

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Tactical Commodities Basket - Stock #10

Feb. 19, 2025, 11:43 a.m.

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Tactical Commodities Basket - Stock #9

Feb. 18, 2025, 12:57 p.m.

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Tactical Commodities Basket - Stock #8

Feb. 14, 2025, 3:59 p.m.

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Tactical Commodities Basket - Stock #7

Feb. 13, 2025, 12:06 p.m.

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Tactical Commodities Basket - Stock #6

Feb. 12, 2025, 7:25 p.m.

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Picture of Value Situations

A Barbarian At St. James's Gate?

Feb. 11, 2025, 4:02 p.m.

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Tactical Commodities Basket - Stock #5

Feb. 7, 2025, 1 p.m.

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Tactical Commodities Basket - Stock #4

Feb. 4, 2025, 4:20 p.m.

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Dowlais: Gone Off Road?

Feb. 3, 2025, 4:07 p.m.

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Tactical Commodities Basket - Stock #3

Jan. 31, 2025, 1:06 p.m.

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Tactical Commodities Basket - Stock #2

Jan. 29, 2025, 11:42 a.m.

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A Tactical Commodities Basket

Jan. 27, 2025, noon

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2024 Model Portfolio Review

Jan. 20, 2025, 4:57 p.m.

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Resetting Value Situations

Jan. 13, 2025, 11:20 a.m.

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Closing Out 2024

Dec. 23, 2024, 4:01 p.m.

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New King Coal

Dec. 16, 2024, 11:38 a.m.

Paywall