Iceberg’s Newsletter
Subscribe
Sign in
Home
Archive
About
More
return
;
Share this publication
Iceberg’s Newsletter
iceberg.substack.com
Copy link
Twitter
Facebook
Email
Iceberg’s Newsletter
Investing
By Iceberg de Valor · Launched 2 years ago
Subscribe
Login
About
Archive
Top posts
About
Archive
Authors
Login
Let me read it first
Substack update
Due to personal reasons I have frozen the paid iceberg substack. If you were invoiced for longer (next month or the whole year). Please send me an email (icebergdevalor@gmail.com) so I can pay you back. Sorry for the inconvenience.
Iceberg
Share
Share this post
Substack update
iceberg.substack.com
Copy link
Twitter
Facebook
Email
New
Top
Community
The SPAC divide
And a broken BaaS play
Iceberg
Apr 1, 2021
5
Comment
Share
Share this post
The SPAC divide
iceberg.substack.com
Copy link
Twitter
Facebook
Email
Food fight
Groceries: the next offline-to-online battle
Iceberg
Mar 1, 2021
4
Comment
Share
Share this post
Food fight
iceberg.substack.com
Copy link
Twitter
Facebook
Email
Lease To Own
BNPL's ugly sibling
Iceberg
Jan 27, 2021
6
Comment
Share
Share this post
Lease To Own
iceberg.substack.com
Copy link
Twitter
Facebook
Email
Closing 2020
2020 has been special. Beyond the obvious social issues, it has been my best year performance-wise at around +98%.The real return has been +98% for the…
Iceberg
Dec 31, 2020
5
Comment
3
Share
Share this post
Closing 2020
iceberg.substack.com
Copy link
Twitter
Facebook
Email
A stub in a payment processor
A monopoly that shouldn't be public
Iceberg
Dec 29, 2020
7
Comment
Share
Share this post
A stub in a payment processor
iceberg.substack.com
Copy link
Twitter
Facebook
Email
The Topicus update
A hot *topic* turned into hot mess
Iceberg
Dec 1, 2020
7
Comment
9
Share
Share this post
The Topicus update
iceberg.substack.com
Copy link
Twitter
Facebook
Email
An unsexy hydra
34% CAGR TSR over 6 years, trading at 3xEBITDA
Iceberg
Nov 5, 2020
4
Comment
Share
Share this post
An unsexy hydra
iceberg.substack.com
Copy link
Twitter
Facebook
Email
See all
Iceberg’s Newsletter
Subscribe
About
Archive
Authors
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts