Value Don't Lie

Fund manager interviews and stock pitches

Fundamental research focused on overlooked companies and special situations.

Research on profitable growing small/micro caps >

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A weekly report on special situations in US public equities.

A Saber Capital investment journal

Deep reports for serious, Asia-focused investors. By entering your email, you agree to the website's terms & conditions.

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.

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

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