✨ Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE?

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Value Investors: How To "Buy & Hold" Forever Despite ST Volatility https://valueinvesting.substack.com/p/buyandhold 1 comment
✨ How To Invest During A Recession - And In Fact, All The Time https://valueinvesting.substack.com/p/valueinvesting3 0 comments
🌊 NYSE:SE - Shopee: The King of S&M (sales & marketing exp) https://valueinvesting.substack.com/p/sea 0 comments
SEA Ltd: The Prodigal Son (2Q Deep-Dive) - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/sea2q?r=6gq23 0 comments
Why Investing with a 'Margin of Safety' Counterintuitively Generates Superior Returns https://valueinvesting.substack.com/p/marginofsafety 0 comments
Are $100 Oil Prices Realistic? Maybe Not By End-2023, But Almost Certainly By 2025. https://valueinvesting.substack.com/p/100dollaroil?sd=pf 0 comments
The Value Investing Bible: From Graham & Buffett, to Howard Marks, George Soros, Seth Klarman & Monish Pabrai https://open.substack.com/pub/valueinvesting/p/valueinvesting1?r=6gq23 0 comments
Semiconductor Industry Primer - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/semiconductors?r=6gq23 0 comments
2nd-Level Thinking: Exploiting Inefficient Share PRICES (Supply vs Demand) https://open.substack.com/pub/valueinvesting/p/secondlevelthinking?r=6gq23 0 comments
MUNGER | Warren Buffett's BFF - by Aaron Pek https://valueinvesting.substack.com/p/munger 0 comments
RISK: The Definitive Value Investing Definition https://valueinvesting.substack.com/p/risk-the-definitive-value-investing 0 comments
Value Investors = Business Owners. Here's The Irrefutable Accounting Proof. https://valueinvesting.substack.com/p/value-investors-are-business-owners 0 comments
Accounting Proof: Leave Elon Musk Alone! - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/teslafsdd?r=6gq23 0 comments

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