The Little Substack that Beats the Market

Joel Greenblatt: Investment Principles That Actually Beat the Market

Since this newsletter is titled The Little Substack that Beats the Market, it is only fitting that we kick off our new section on investment principles…

Dec 26 • Carlos Aguiar

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Investment Thesis: Delta Plus Group (DPG)

Today we are discussing Delta Plus Group, a leading European player in Personal Protective Equipment (PPE).

Dec 19 • Carlos Aguiar

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🔎 The Monthly Screener

names to consider for an in-depth analysis.

Dec 12 • Carlos Aguiar

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November News

TOYA - B&M European Value Retail - Auto Partner - Macfarlane - Mcbride - Esautomtion

Dec 1 • Carlos Aguiar

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November 2025

Warpaint London : High growth at low valuation

Warpaint London PLC: In a Nutshell

Nov 21 • Carlos Aguiar

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🔎 The Monthly Screener

3 Interesting names to consider for an in-depth analysis.

Nov 14 • Carlos Aguiar

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Monthly Update: October News Compilation

B&M - Auto Partner - Macfarlane - WE.connect

Nov 7 • Carlos Aguiar

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October 2025

McBride PLC:A Value Opportunity in European Private Label.

McBride in a Nutshell

Oct 17 • Carlos Aguiar

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Monthly Screener

Introducing the Monthly Screener

Oct 10 • Carlos Aguiar

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Portfolio review

From January 1, 2025, to September 30, 2025.

Oct 4 • Carlos Aguiar

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Monhtly Update

B&M , Auto Partner - Esautomotion

Oct 3 • Carlos Aguiar

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September 2025

Monthly Update

WE.CONNECT - TOYA - MACFARLANE

Sep 16 • Carlos Aguiar

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