Flow Value Investing
SubstackArticles
17
Companies covered
16
Sectors
6
Countries
5
Research Articles
LYV Deep Dive, Part I
Aug 8, 2026
Two Kings changing their throne?
Jul 1, 2026
PPG vs SHW: Gap confirmed, entry pending
May 24, 2026
The CrowdStrike vs SentinelOne Puzzle, Solved
May 16, 2026
IQVIA Deep Dive
May 6, 2026
WSO: The Consolidation Trade on the Wrong Side
Apr 22, 2026
ON - Leading the pack at the right price?
Apr 18, 2026
ON - Leading the pack at the right price?
Apr 8, 2026
On Holding: Great Business, High Price
Mar 27, 2026
DECK: Two Brands, One Mispricing
Mar 24, 2026
The Broken Wing Play:
Feb 3, 2026
Flow Value Investing - Deep Dive #1
Jan 8, 2026