Unexpected Value

Joe Marwood
Long term investment ideas and due diligence straight to your inbox.
Created 17 Sep 2020
  • Twitter (TWTR)
    23 Sep 2021 • 4 min read • 3 0
    Twitter is the most unique of all the social networks and provides the most value. Its product helps to disseminate breaking news and offers creators the ability to build an audience. It’s also the on...
  • Paid Subscriptions Are Paused
    15 Sep 2021 • 1 min read • 1 0
    Dear friends, When I started this newsletter several months ago my goal was to publish quality investment articles on a regular basis and build a vibrant community of likeminded investors. It has beco...
  • Haidilao International (6862.HK)
    24 Aug 2021 • 10 min read • 1 0
    Source: thewoksoflife.com Haidilao International Holding Limited was founded in 1994 and trades under the ticker symbol: 6862.HK on the Hong Kong stock exchange. The company operates a chain of hot po...
  • Enthusiast Gaming (EGLX)
    05 Aug 2021 • 5 min read • 1 0
    Few could have predicted how popular it would be to watch other people play video games online. Yet it has become one of the most popular things to do on YouTube. Canadian based company, Enthusiast Ga...
  • Charles & Colvard (CTHR)
    23 Jul 2021 • 8 min read • 2 2
    Charles & Colvard (CTHR - $63.6M) is a fine jewelry company that sells moissanite and lab grown diamonds. They were the first company to produce and patent moissanite gemstones back in 1995. The compa...
  • Nike (NKE)
    06 Jul 2021 • 7 min read • 1 0
    I should start by declaring that Nike is one of my favorite companies. I buy the sneakers, wear the clothes and appreciate the story. When the coronavirus hit last year, Nike was one of the first stoc...
  • Vaccitech (VACC)
    25 Jun 2021 • 9 min read • 1 0
    The successful launch of COVID-19 vaccines have been a strong driver of share price growth for some of the main players. AstraZeneca shares have risen 20% since the pandemic started. BioNTech has rise...
  • Finch Therapeutics (FNCH)
    11 Jun 2021 • 9 min read • 1 0
    Finch Therapeutics (FNCH - $652M) is a microbiome therapeutics company developing a range of treatments. It’s lead candidate CP101 is an orally administered pill that was fast tracked by the FDA for t...
  • Airbnb (ABNB)
    28 May 2021 • 12 min read • 4 0
    Introduction Airbnb is an online marketplace disrupting the travel and hotel industry. Two weeks ago, the company reported first quarter earnings that missed analyst expectations by $0.81 per share. R...
  • Semrush (SEMR)
    07 Apr 2021 • 9 min read • 1 0
    Semrush (SEMR) is a SaaS business directed at online marketers which IPO’d on March 25th 2021. The company boasts annual recurring revenues of $144 million with 76% gross margins and a 50% revenue gro...
  • View More on Substack »