So I've decided to start a new weekly newsletter that compiles investment ideas (regardless of industry/sector), interesting Twitter threads/posts, and general research.

It's a way to bring lots of investors together with idea generation that they otherwise might not have been exposed to.

If you know of any interesting ideas, please share them in the comments below. If you yourself have posted recent research that you think is worth sharing, please do the same.

Posts will go out every Sunday in bit-size "snacks" for investors to chew on via @weeklysnacks

Follow and subscribe below

[www.weeklysnacks.com](https://www.weeklysnacks.com/)

I am currently a proponent of the idea that Spire Global is undervalued.
Tim Gallager lays out the thesis here: [https://unconventionalvalue.substack.com/p/investment-idea-1-spire-global-nyse](https://unconventionalvalue.substack.com/p/investment-idea-1-spire-global-nyse)

TLDR;
At ~1x ARR $SPIR equity is likely worth multiples of what it is trading at now. The opportunity exits because the market believes the most likely outcome is dilution because of their large amount of high-interest variable debt. The market is expecting the worst, but management says they will get to FCF profitability somewhere between Q1-Q3 of next year. If they execute on this, the market will re-rate $SPIR higher.

How'd I do @valuetowhom?

Nathan Worden

Weekly newsletter of compiled investment ideas, Twitter posts, and research. Every Sunday in snack form. Click to read Weekly Snacks, by Paul Cerro, a Substack publication with hundreds of subscribers.

Weekly Snacks | Paul Cerro | Substack

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