Top all-time · #24057
Value Investing Substack
Personal blog · valueinvesting.substack.comeconomicsbusiness
Value Investing Substack is a personal blog at valueinvesting.substack.com about economics and business. Since 2020, 3 different Hacker News readers have linked it 4 times. It is still writing: the last post was on 2026-10-22, and you can follow it by feed.
Too few sampled comments (1) to say how often HN recommends it.?
Why HN links it
HN readers link this Substack post on why Ant Financial's IPO was risky. It argues Ant's micro-loan model would have moved leverage risk off anyone's balance sheet. One comment cites it as support for its own point.
Summarised by Claude from a sample of 1 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Low multiple investing in "value" factor stocks | Diversified portfolio with 11% CAGR | Former PM & analyst.
What Hacker News says?
I actually read the same thing just a short while ago: https://valueinvesting.substack.com/p/why-ant-financials-ipo... . The author states Ant would have operated by repackaging highly leveraged micro-loans in such a way that none of the risk would appear on anyone's balance sheet.
Comment linking /p/why-ant-financials-ipo-was-pulled
on “Jack Ma's Bund Finance Summit Speech”Submitted Risk: The Definitive Value Investing Definition as a story · 2 points
HN discussionSubmitted Evergrande: What Happens Next? as a story · 2 points
HN discussionSubmitted An Uber Deep-Dive (2020) as a story · 1 points
HN discussion