Thank You!
Hey, thanks for reading this. 8% Value Investhink substack newsletter targets to create a differentiated portfolio for individual investors. Our journey started in 2006. Here’s the original infosite:
http://8percentpa.blogspot.com
We started with the idea to help investors learn about free cashflow generative stocks & general finance. In 2025, we pivoted to focus on activist investment ideas globally. Shareholder activism is not new. Berkshire Hathaway was bought by Warren Buffett in a somewhat activistic setting in 1965.
Today, there is renewed interest globally as this current wave started in the US in the early 2000s and has now moved to Europe, Japan and Asia. We hope to share our thoughts and ideas on this substack.
How to use this newsletter
We write about investment ideas and activist stocks that we own and hope you will find it useful for your investment research. We also discuss markets and portfolio management tips periodically.
On individual companies, we strive to provide in-depth analysis on individual stocks first by understanding its investment thesis looking at fundamentals, technicals, competitive moats, industry dynamics, risks and importantly valuations.
We have decades of knowledge and experience behind our research. We have held some names for more than 10 years. With this newsletter, we hope to build a stronger portfolio and we will publish our track record to paid subscribers.
Be a paid Subscriber.
While most articles are free, we would like to highlight below what you get as a paid subscriber:
Access to new investment ideas the moment they are published
Portfolio and trade updates
One customized research on stock or industry analysis upon your request
One-to-one in depth stock discussion with relevant expert from our network on your request (additional cost needed as we need to pay the expert)
Please drop us an email for the requests at arvelstrategic@gmail.com
About 8% Value Investhink
The long term average return of global stock market indices is c.8% and for the S&P500, it is a good 10%pa in nominal terms over the last 100 years. Factoring in inflation of c.2%, yup, it’s 8% in real terms. We aim to beat this hurdle over the long term. We believe a portfolio of activist stocks can.
