Substack · The Value Desk
ASOS (ASC): my worst investment ever, and why I’m still holding it
The story of how I bought it, how I doubled down, and the setup that keeps me from folding
Since publication +7.3% α +4.2 pp vs S&P 500 · USD
US · 1 entry · 1 publication
Ardmore Shipping Corp
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · The Value Desk
The story of how I bought it, how I doubled down, and the setup that keeps me from folding
Since publication +7.3% α +4.2 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.