MacroValue’s Newsletter
Subscribe
Sign in
Home
Archive
About
META headwinds played out?
In Q3 call Zuckerberg said “While we continue to navigate some challenging dynamics of volatile macroeconomy, increasing competition, ads signal loss…
Nov 1, 2022
•
MacroValue
5
3
New
Top
Community
Xerox – Cheap back to office play + Take private target?
Back to office will be a significant theme for the rest of the year and XRX is cheap way to play it. XRX valuation in a hybrid work model XRX free cash…
Apr 29, 2022
•
MacroValue
5
2
Upstart: Easy Q1 beat & raise ahead?
Consumer loans macro environment remains constructive: Loans Demand: Consumer loans demand is accelerating. Q1 is seasonally a weak period for consumer…
Apr 10, 2022
•
MacroValue
7
Upstart Q1 guidance conservative & beat coming again
Upstart Q4 revenue was $305mio and their Q1 revenue guidance mid-point is $300mio. The reason given for flat sequential revenue guidance is Q1 seasonal…
Feb 16, 2022
•
MacroValue
2
Upstart stands out among hyper growth
There are many deep dives on UPST. Below is the most comprehensive one I came across. I will not repeat what upstart does etc. I hope to add some…
Feb 8, 2022
•
MacroValue
5
MacroValue 2021 Report
2021 has been my best year in a while with return of +83% (YTD as of 30 Dec). Top 5 contributors: Mall REITS Basket (WPG, MAC, RVI) +48% FB +22% QDEL…
Dec 31, 2021
•
MacroValue
5
1
Funko Inc
NFT free option
Nov 26, 2021
•
MacroValue
American Axle & Manufacturing Holdings $AXL
Cheap ahead of a multiyear auto cycle
Nov 25, 2021
•
MacroValue
See all
MacroValue’s Newsletter
Ramblings on Markets...Value...Macro
Subscribe
MacroValue’s Newsletter
Subscribe
About
Archive
Sitemap
Share this publication
MacroValue’s Newsletter
macrovalue.substack.com
Copy link
Facebook
Email
Notes
Other
MacroValue’s Newsletter
Ramblings on Markets...Value...Macro
Launched 3 years ago
Subscribe
No thanks
By registering you agree to Substack's
Terms of Service
, our
Privacy Policy
, and our
Information Collection Notice
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts