Self-taught value investing — deep dives, frameworks, and tools for finding margin of safety. A mirror of the Seek Value Now Substack.https://seekvaluenow.com/https://seekvaluenow.com/posts/2026-07-17-money-basics-crash-at-25/https://seekvaluenow.com/posts/2026-07-17-money-basics-crash-at-25/The scariest headline of your investing life is actually a bargain.Fri, 17 Jul 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-07-15-thesis-xbox-bad-business/https://seekvaluenow.com/posts/2026-07-15-thesis-xbox-bad-business/Halo, Call of Duty, Bethesda, 200 million users, 3% operating margins. Microsoft has some of the best assets in gaming and runs them worse than anyone else could.Wed, 15 Jul 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-07-10-alpha-and-beta-of-everything/https://seekvaluenow.com/posts/2026-07-10-alpha-and-beta-of-everything/Two Greek letters from the dusty corner of finance quietly explain not just investing, but most of a life well lived. Once you learn to see them everywhere, you can't unsee them.Fri, 10 Jul 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-07-08-head-to-head-jnj-vs-pfe/https://seekvaluenow.com/posts/2026-07-08-head-to-head-jnj-vs-pfe/64 years of unbroken raises. A dividend bigger than the company's earnings. Same industry, opposite signals.Wed, 08 Jul 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-26-money-basics-dividends-not-free-money/https://seekvaluenow.com/posts/2026-06-26-money-basics-dividends-not-free-money/It's not a bonus — it's a forced sale with tax, and a quiet confession about what management thinks they can do with your next dollar.Fri, 26 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-24-head-to-head-jpm-vs-bac/https://seekvaluenow.com/posts/2026-06-24-head-to-head-jpm-vs-bac/For ten of fourteen years BAC was the better holding. One structural inflection in 2022-2023 changed that. Here's why I think it sticks.Wed, 24 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-19-head-to-head-orly-vs-azo/https://seekvaluenow.com/posts/2026-06-19-head-to-head-orly-vs-azo/When the premium IS the value.Fri, 19 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-17-money-basics-ev-vs-gas-10-year-math/https://seekvaluenow.com/posts/2026-06-17-money-basics-ev-vs-gas-10-year-math/Eighteen months ago an EV was clearly a premium statement. Today the statement costs less than your Starbucks habit.Wed, 17 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-12-thesis-apple-winning-by-not-losing/https://seekvaluenow.com/posts/2026-06-12-thesis-apple-winning-by-not-losing/Discipline, resilience, and a bet on the people it already hasFri, 12 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-10-head-to-head-dol-vs-us-dollar-stores/https://seekvaluenow.com/posts/2026-06-10-head-to-head-dol-vs-us-dollar-stores/Do dollar stores have any dollars in them? Five years on, only the Canadian one does. Here's why the next five years probably look the same.Wed, 10 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-05-thesis-gpu-bills-msft/https://seekvaluenow.com/posts/2026-06-05-thesis-gpu-bills-msft/Why Microsoft's $190 billion AI bet may be the riskiest wager in big techFri, 05 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-06-03-money-basics-what-your-car-really-costs/https://seekvaluenow.com/posts/2026-06-03-money-basics-what-your-car-really-costs/The sticker price is the smallest number in the dealWed, 03 Jun 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-05-31-head-to-head-aapl-vs-msft/https://seekvaluenow.com/posts/2026-05-31-head-to-head-aapl-vs-msft/Two of the most valuable companies on earth. One responded to the AI era by betting the company; the other kept its powder dry. I think the cautious one is the better value from here — and the last ei…Sun, 31 May 2026 17:00:00 GMThttps://seekvaluenow.com/posts/2026-05-27-intro-invest-in-time/https://seekvaluenow.com/posts/2026-05-27-intro-invest-in-time/Most people think investing is a process of making more — or accumulating — money: how much you put in, how much you pull out. I've come to believe that's the wrong unit.Wed, 27 May 2026 17:00:00 GMT