Submit idea
If you have found an interesting idea in any medium, feel free to send it to us so we can study it. We prefer ideas that are recent or still completely relevant as of today.
How to Send Us Ideas
Ideas can be in any language.
1. Message
Use the "Messages" option you’ll find on our profile to write to us. This is ideal for sharing links to blogs, websites, Twitter accounts, or other sources with interesting and publicly available ideas.
2. Email (Subscribers Only)
If you’re a subscriber, you can email us at valuestream@substack.com from your subscription email. This option is perfect for:
Sending more detailed content.
Attaching files such as PDFs, presentations (PPT), Word documents, etc.
Sharing ideas behind a paywall: please note that we can’t access content behind a paywall, so in such cases, include the material in a readable format.
Note: These ideas will not be published, but if they’re compelling, we may create our own analysis or look for open-access theses related to them.
Important
Emails: We don’t respond to emails, but we do read everything we receive. We deeply appreciate your contributions.
Messages on Substack: We’re able to respond to these when time allows.
If you don’t receive a reply, please understand that it’s due to time constraints, but rest assured that we greatly value everything you send us.
Thank you for your collaboration!
What We’re Looking For
We are interested in investment ideas that are attractive in the current market, with strong potential for appreciation, and based on classic value investing principles. Think of an idea that could excite investors like Peter Lynch, Mohnish Pabrai, or Joel Greenblatt.
We especially like simple and clear ideas where it’s not too complicated to see that they’re undervalued and represent a good opportunity.
Specific Aspects
Since we aim to reach an international audience, we particularly value local ideas that may be harder to access for people outside a specific country or those who don’t speak the local language. Some situations of special interest to us include:
Companies that are very cheap and starting significant share buyback programs, backed by strong cash flow generation.
Successful turnarounds: companies that have completed their recovery process, even if their stock price doesn’t yet reflect it.
Spin-offs and similar operations that could create shareholder value.
Companies that have recently emerged from bankruptcy with prospects for recovery and growth.
Activism.
Important: We’re interested in Greenblatt-style special situations, but we’re not looking for merger arbitrage or similar strategies.
How to Submit an Idea
If the idea you've found is behind a paywall, comes from a paid event, or any other limited-access source, send us whatever details you can share—whether it’s a PDF, Word document, copy-paste, or other format. We’ll evaluate whether it’s worth a deeper analysis on our end.
Due to time constraints, we likely won’t be able to respond to emails, but rest assured that we will read them, and we greatly appreciate any idea you share with us.