The People's Car, Priced Like Scrap
inside its 60%+ discount to a hidden empire of crown jewels
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.
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Latest posts
Stuck, Battling, or Winning: A Portfolio Autopsy
A tour of 14 core holdings behind the pitches
Pattern Recognition in Turnarounds
Deutsche Bank(2021), Citi(2022) and Fiserv(2026)
Biotech Winter, Not Ice Age: The Bull Case for Alexandria at a Fire Sale
irreplaceable assets trade at 40% of "replacement cost"
Throw Baby Out with "FinTech" Bathwater
Quality assets, Dominating Player, Strong Moat at a Depressed Valuation
Burford: Reassessing after YPF Reversal (at $4.10)
45% plunge, 1.7Bn assets write-off, 3 viable paths forward, and more
Like it at $5, Love it at $4
From Aris, Golar, Valaris to B2G
Reddit: One-of-a-kind Powerhouse Supercharged by Google
45% off ATH, bull / bear breakdown, and 5Y base case at 15% IRR
The Lone mid-tier Laggard in Gold's Epic Run
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.
From a Solid 2025 to an Exciting 2026
thank you, results, signal-to-noise