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Asymmetric Ventures

European investor focused on asymmetric investments: Low downside and high upside potential.

Newsletter · By Asymmetric Value · Official site

Indexed issues, last 90 days
9
Latest publication
Oct 1, 2026
Audience
Checking…
Earliest in this view
Jul 7, 2026

Latest issues

  1. Issue · Oct 1, 2026

    Antin IP 1H 2026 Review (opens the original)

    Excerpt · Critical tone

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    <img alt="Antin Infrastructure Partners - Solarplaza Network" class="sizing-normal" height="240" src="https://substackcdn.com/image/fetch/$s_!KZXv!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc1e6a36d-adfe-469

  2. Issue · Sep 9, 2026

    Booking Holdings (opens the original)

    Excerpt

  3. Issue · Aug 3, 2026

    🔓LVMH 1H 2026 Results (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="177.9672131147541" src="https://substackcdn.com/image/fetch/$s_!Jqmb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc91efbc5-e694-4751-ae9d-0ecbfd77f2ee_671x236.jpeg" w

  4. Issue · Jul 28, 2026

    Moody's 2Q 2026 (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="39.4054054054054" src="https://substackcdn.com/image/fetch/$s_!0wQL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc333d80e-a02f-46c9-b44b-3e64c898604c_185x30.svg" title=

  5. Issue · Jul 25, 2026

    🔓Rollins - 2Q Results Present an Opportunity? (opens the original)

    Excerpt · Neutral tone

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    <img alt="File:Rollins, Inc. Logo.svg - Wikimedia Commons" class="sizing-normal" height="233.38125" src="https://substackcdn.com/image/fetch/$s_!E1bS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fc98448-526c

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