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Temper your indexing expectations.
No, an 8% long-term (real) return on the S&P is not realistic.
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Matt Newell
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…
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Matt Newell
3
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…
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Matt Newell
1
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…
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Matt Newell
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…
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Matt Newell
Airtel Africa (AAF:LSE) Deep Dive - A Striking Opportunity from Sub-Saharan Africa
Currency troubles in Nigeria have pummelled AAF's earnings and raised questions about future prospects - but few companies remain better set to benefit…
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Matt Newell
A Semi-Critical Look at Hingham Institution for Savings (HIFS)
One of the best run banks in the US looks very cheap right now, by historical earnings and P/B ratios. Is it really?
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Matt Newell
The Very Good Value Blog
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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