# 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.

Page: <https://rssamplifier.com/underhood-substack-com>  
Feed: <https://rssamplifier.com/underhood-substack-com.md>

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

_2026-07-21 · Siyu LI_

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_

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_

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_

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_

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_

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_

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_

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 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.

## [Earn crypto from idle GPUs (Sponsored)](https://crawlproof.com/a/01Exoc9exbKy)

_2026-01-25 · **Sponsored**_

Run one CLI command, connect your GPU, and start receiving crypto payouts.

## [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_

thank you, results, signal-to-noise