“When business is booming, people convince themselves that the growth will never stop. And when times get tough, suddenly everyone believes the downturn is here to stay.”| stonksvalue.substack.com
A writeup on 4 ridiculously priced Polish net-nets.| stonksvalue.substack.com
Orchard Funding Group (ORCH.L) is trading for 20% of book value and ~2 P/E, based on FY 2023 results, and an 18% dividend yield.| stonksvalue.substack.com