MacroValue’s Newsletter | Substack

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 flow Pre COVID years 2018 - $1.05bio 2019 - $1.27bio Average - $1.16bio COVID years 2020 - $0.47bio

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Consumer loans macro environment remains constructive: Loans Demand: Consumer loans demand is accelerating. Q1 is seasonally a weak period for consumer…

Apr 10

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

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

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

NFT free option

Nov 26, 2021

Cheap ahead of a multiyear auto cycle

Nov 25, 2021

Back to office play at lockdown valuation with 66% upside

Nov 24, 2021

MacroValue’s Newsletter

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