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LongViewValue

Ghost
longviewvalue.com· irregular· Published 21 days ago

LongViewValue publishes long-form value investing research, from essays on how Graham-style and Buffett-Munger approaches differ to multi-part valuation series on individual companies such as Tencent. Readers get structured analysis of intrinsic value, owner earnings, capital allocation and margin of safety.

value investingmargin of safetyowner earningsintrinsic valuegrahambuffettmungertencentdcf valuationsotp valuationcapital allocationfree cash flow
Platform
Ghost
Frequency
Irregular
Latest issue
Oct 4, 2026
Language
English
Written for
Long-term individual investors and buy-side analysts studying fundamental valuation
Tone
analytical
Tracked since
Oct 25, 2026

Website: https://longviewvalue.com/