Value · Small caps · Special situations newsletter
Value with a Catalyst: review of price, cadence & strategy
Long value ideas in small and mid-cap stocks with valuation support and catalysts.
Value with a Catalyst, by Simon Moore (Rational Expectations), covers long, value-oriented small and mid-cap ideas in global markets, usually quality companies with an attractive valuation and a catalyst. The writer says these are almost always stocks he owns at the time of writing. Prices are the publication's web subscription prices on Substack.
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Facts checked on 2026-10-25 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.