We just released a new breakdown on Comstock. Watch the full video here in the Blueprint Library.

Kaspi is the dominant super app of Kazakhstan, expanding fast into Turkey, and yet trades at under 7x earnings. Growth is strong, margins are high, and dividends could be back by 2025. This is deep value with real upside. Even without a rerating, returns look like 20%+ per year. With a rerating, 35%+ is on the table. Full breakdown in Deep Dive folder

Hey friends! We’ve just uploaded a Deep Dive on EMX by Micke Syding — and opened up a dedicated Deep Dive Discussions section where we can dig into the analysis together. 💬 Ask questions, share insights, and let’s sharpen our edge as a community. Cheers! 🙌

Hey friends! We’ve just uploaded a Deep Dive on META by Micke Syding — and launched a dedicated Deep Dive Discussions section where we can explore these analyses in more detail together. 💬 Ask questions, share insights, and stay engaged — that’s how we all level up. Cheers! 🙌

Just dropped a fresh deep dive inside Hedge Fund Manager — this time on Centene, a 40-year-old US healthcare giant involved in Medicare and Medicaid. 🔎 What’s inside: - Why a 30%+ crash may be a market overreaction - How mispricing + stable fundamentals = rare value opportunity - The macro + political backdrop explained (DOGE, budget fears, ACA fallout) - What recovery could realistically look like — and the 40%+ CAGR upside 💡 TL;DR: This is a textbook case of F = V × P. The fundamentals haven’t imploded, just the sentiment. If this super tanker gets back on course — even just halfway — the upside is compelling. Check it out, share your thoughts, and let’s debate: 🎯 Value trap or deep value?