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Highly curated news on stocks, economics, finance and value investing
By Aaron Pek · Launched 9 months ago
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✨ Value Investing Substack NEWS - Michael J. Mauboussin Archive
Howard Marks Is Buying Again | FT, How AirAsia Conquered ASEAN, G7 Price Caps on Urals, FCC Commissioner Calls for Tiktok Ban, Cambodia Confirms Elections, Turkey Okays Finland & Sweden Joining NATO
Aaron Pek
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✨ Value Investing Substack NEWS - Michael J. Mauboussin Archive
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✨ Value Investing Substack NEWS - McKinsey Interview with Marc Andreessen
Zimbabwe Hikes Rates to 200%, EY Fined $100M For Cheating, Michael Burry Issues Fed Warning, Goldman Warns US Forecasts Optimistic, Malaysian Politics…
Aaron Pek
Jun 29
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✨ Value Investing Substack NEWS - McKinsey Interview with Marc Andreessen
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✨ Value Investing Substack NEWS - 6 Charts on How PSR Changed Rail
McDonald's $42B Real Estate Empire, US Retail Returns Returns, Robinhood Deal Rumors Quelled, PLA's Rotating Door of Generals, G7 Raises $600B To…
Aaron Pek
Jun 28
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✨ Value Investing Substack NEWS - 6 Charts on How PSR Changed Rail
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✨ Value Investing Substack NEWS - DEEP-DIVE: SONY
Ex-Barclays CEO Rises Again, Terra Co-Founder Wiped Out, MRNA Vaccine Efficiency Peaking, Myanmar Junta on Backfoot, UK COVID Infections Rising, G-7…
Aaron Pek
Jun 27
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✨ Value Investing Substack NEWS - DEEP-DIVE: SONY
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✨ Value Investing Substack NEWS - INDUSTRY PRIMER: INTEL
ROE Vs. WADE OVERTURNED, Europe's Energy Crisis & US Inflation, WSJ: The Companies Laying Off, Boris' By-Election Defeat, Aung San Suu Kyi's Birthday…
Aaron Pek
Jun 26
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✨ Value Investing Substack NEWS - INDUSTRY PRIMER: INTEL
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✨ Value Investing Substack NEWS - INDONESIA MACRO REPORT
Ukraine Gains EU Candidacy, Tesla Losing "Billions", FDA Finally Bans Juul, Singapore Cracks Down on Crypto, Not Putin's Price Hike, US Fed Becomes…
Aaron Pek
Jun 24
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✨ Value Investing Substack NEWS - INDONESIA MACRO REPORT
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✨ Value Investing Substack NEWS - INDUSTRY PRIMER: RAILROADS
US Stagflation Takes Centerstage, Revlon Bankruptcy, Grab In Trouble: Malaysia + Thailand, Aung San Suu Kyi Trial, UK Inflation +9.1%, Biden Calls for…
Aaron Pek
Jun 23
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✨ Value Investing Substack NEWS - INDUSTRY PRIMER: RAILROADS
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✨ Value Investing Substack NEWS - Amazon's CEO & The Burden of Overcapacity
INDUSTRY PRIMER: ADVERTISING ($TTD), Interview with Marc Rubinstein, Tiger Global The PE Hacker, Juan Ponce Enrile: The Philippines Survivor…
Aaron Pek
Jun 22
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✨ Value Investing Substack NEWS - Amazon's CEO & The Burden of Overcapacity
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