1.How frequently would you prefer to receive Value Situations?

Weekly

Fortnightly

Monthly

2.What type of newsletter format do you find most interesting/useful?

Quick Ideas (e.g. Items of Interest issues, US Silica, WeWork/IWG)

Thematic Ideas (e.g. The Real Asset Ownership Complex, Forced Purchasers, A Hot Desk Bet)

Conviction Investment Memos (Total Produce/Dole, Dalata Hotel Group, Willis Tower Watson)

3.Do you find the weekly quick ideas newsletters too long/detailed to read, or is the reading length fine as is ?

I'd prefer if these were shorter/summary reads with links, and less detail is ok

Length and level of detail is fine as is

4.If this newsletter switched to a paid subscription model in the future, would you pay for it based on the ideas / content you’ve read here to date?

Yes, I would pay for access to Value Situations ideas

No, I would only read a free newsletter