- Understanding Reflexivity with $INTC https://valueinvesting.substack.com/p/reflexivity 3 comments securityanalysis
Linking pages
- Why Buffett Is Selling - Lehman But Insurance https://valueinvesting.substack.com/p/lehman2 2 comments
- Buy Low & Sell High: Why So Difficult? - by Aaron Pek https://valueinvesting.substack.com/p/buylowsellhigh 0 comments
- SEA Ltd Has Already Won - by Aaron Pek https://valueinvesting.substack.com/p/sealtd6-9929 0 comments
- Poking Holes in Einhorn's PTON Thesis - by Aaron Pek https://valueinvesting.substack.com/p/pton-850 0 comments
Linked pages
- Intel turns foundry business into subsidiary, weighs outside funding https://www.cnbc.com/2024/09/16/intel-turns-foundry-business-into-subsidiary-weighs-outside-funding.html 88 comments
- Is EBITDA Really Bullsh*t? - by Aaron Pek https://valueinvesting.substack.com/p/ebitda 4 comments
- ✨ How To Create A Low-Volatility Value Investing Portfolio https://valueinvesting.substack.com/p/lowvolvalue 1 comment
- Unpopular Opinion: Diversified Portfolio > Concentrated Portfolio https://valueinvesting.substack.com/p/diversifiedvsconcentrated 1 comment
- 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
- When To Sell Stocks, According To Warren Buffett https://valueinvesting.substack.com/p/forever 0 comments
- GameStop: Not the Same Stock - by Aaron Pek and MarketLab https://valueinvesting.substack.com/p/gamestop-2557 0 comments
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