Why subscribe?

Value Junkie is an independent investment research publication sharing my views on the interesting investment ideas I analyse.

Why Subscribe?

ValueJunkie publishes independent equity research with a focus special situations, hidden value and catalyst-driven ideas as well as owner-operated and quality compounders. Each post includes original analysis alongside my current position and view on the stock.

Posts are currently free to read. Subscribe to get new ideas delivered directly to your inbox.

For research enquiries: thevaluejunkie@gmail.com

Why we exist

Most investment content is either too shallow to act on or too buried in jargon to be useful. Value Junkie sits in the gap: rigorous enough to satisfy a professional, readable enough that you don’t need a Bloomberg terminal to follow along.

I do the work. You decide what to do with it.

What you get

Free subscribers get access to everything, for now! I may put some content for the paid-tier only over time.

Paid subscribers also get access to everything, for good! Over time, I may move more to the paid tier. For now, it is a way to support my labour intensive research efforts!

Who reads this

Portfolio managers. Private investors. Finance professionals. People who read annual reports for fun. People who just want to make money and find actionable investment ideas.

If that’s you, welcome.

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