# position performance updates — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover position performance updates.

Page: <https://rssamplifier.com/topics/position-performance-update>  
Feed: <https://rssamplifier.com/topics/position-performance-update.md>

---

## [The People's Car, Priced Like Scrap](https://underhood.substack.com/p/the-peoples-car-priced-like-scrap)

_2026-07-21 · Siyu LI · Under The Hood_

inside its 60%+ discount to a hidden empire of crown jewels

## [Stuck, Battling, or Winning: A Portfolio Autopsy](https://underhood.substack.com/p/stuck-battling-or-working-a-portfolio)

_2026-07-02 · Siyu LI · Under The Hood_

A tour of 14 core holdings behind the pitches

## [Pattern Recognition in Turnarounds](https://underhood.substack.com/p/pattern-recognition-in-turnarounds)

_2026-05-22 · Siyu LI · Under The Hood_

Deutsche Bank(2021), Citi(2022) and Fiserv(2026)

## [Biotech Winter, Not Ice Age: The Bull Case for Alexandria at a Fire Sale](https://underhood.substack.com/p/alexandria-the-1992-dream-team-of)

_2026-05-13 · Siyu LI · Under The Hood_

irreplaceable assets trade at 40% of "replacement cost"

## [Throw Baby Out with "FinTech" Bathwater](https://underhood.substack.com/p/throw-the-baby-out-with-fintech-bathwater)

_2026-04-23 · Siyu LI · Under The Hood_

Quality assets, Dominating Player, Strong Moat at a Depressed Valuation

## [Burford: Reassessing after YPF Reversal (at $4.10)](https://underhood.substack.com/p/burford-reassess-at-410-after-ypf)

_2026-03-31 · Siyu LI · Under The Hood_

45% plunge, 1.7Bn assets write-off, 3 viable paths forward, and more

## [Like it at $5, Love it at $4](https://underhood.substack.com/p/like-it-at-5-love-it-at-4)

_2026-03-25 · Siyu LI · Under The Hood_

From Aris, Golar, Valaris to B2G

## [Reddit: One-of-a-kind Powerhouse Supercharged by Google](https://underhood.substack.com/p/reddit-one-of-a-kind-powerhouse-supercharged)

_2026-02-25 · Siyu LI · Under The Hood_

45% off ATH, bull / bear breakdown, and 5Y base case at 15% IRR

## [The Lone mid-tier Laggard in Gold's Epic Run](https://underhood.substack.com/p/the-lone-mid-tier-laggard-in-golds)

_2026-01-25 · Siyu LI · Under The Hood_

Under the Hood delves deeply into companies, bypassing news headlines to focus on what truly matters. It is designed for curious investors who enjoy exploring new ideas and industries, delving deeper, and making decisions.

## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/htvGsBXst3Q8)

_2026-01-25 · **Sponsored**_

Earn rewards when friends get the Graphite Business Card through your referral.

## [From a Solid 2025 to an Exciting 2026](https://underhood.substack.com/p/from-a-solid-2025-to-an-exciting)

_2026-01-11 · Siyu LI · Under The Hood_

thank you, results, signal-to-noise