Value Don’t Lie

A weekly report on special situations in US public equities.

A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Research on profitable growing small/micro caps >

Fundamental research focused on overlooked companies and special situations.

Independent coverage of overlooked Asian equities

Fund manager interviews and stock pitches

Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.

A Saber Capital investment journal