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It's like 1999, but without the good vibes
Just another value investor's unsolicited opinion on the bubble question.
Jan 22
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Matt Newell
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Update on Vistry, the trouble child of my portfolio
Vistry has dropped 22% since I added it to the portfolio last month. I'm doubling down.
Dec 28, 2024
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Matt Newell
54
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Vistry Group (VTY.L) - A Classic Troubled Value Investment
Temporary cost problems, misinterpreted by the market as a fundamental issue, have left this high-quality growth company at less than 8x underlying…
Nov 13, 2024
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Matt Newell
85
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Temper your indexing expectations.
No, an 8% long-term (real) return on the S&P is not realistic.
Oct 5, 2024
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Matt Newell
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Deconstructing Culper's Short Report on Kaspi.kz
30 pages of exaggerations, strenuous links and false allegations, demonstrating a severe misunderstanding of Russian sanctions - with a couple of valid…
Sep 29, 2024
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Matt Newell
27
8
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Fighting System 1
The human mind is not built for investing. We are far too prone to biases and a good story, and annoyingly good at convincing ourselves we're thinking…
Jun 20, 2024
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Matt Newell
13
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Q1 Update + Launch of the VGV Portfolio
Updates on Kaspi, Airtel Africa and HIFS after Q1 earnings - plus the official launch of the Very Good Value portfolio, and some thoughts on a unique…
Jun 19, 2024
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Matt Newell
7
3
Kaspi.kz (KSPI:NASDAQ) - the Definition of High Risk, High Reward
There is not another business in the world like Kaspi.kz. A 59% net income margin, 50% YOY growth, and one of the strongest moats in the world - all for…
Apr 2, 2024
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Matt Newell
40
9
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The Very Good Value Blog
Concentrated, contrarian value investing. I post deep-dives on unique and undervalued companies and general musings on equity investing. Never paywalled.
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