It is time for long-form writings. My twitter handle is DaBao_. Hopefully this platform presents a more balanced view and allows more serious discussions.
Welcome to Japan Small Cap Notes, where I uncover the most intriguing opportunities in the Japanese small cap space. I offer a local view on stocks that fly under the radar with little to no analyst coverage.
TMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!
Links to investment theses and summary of the most important news every week. Subscribe for free! Also deep dives about special situations and deep value companies.
The mission of MIJ is to become your field guide to the Japanese Markets.
My goal is to make investing in Japan (stocks and otherwise) more accessible to everyone and through it help capital access the Japanese market better.
Fund managers, constantly looking at LOTS of companies and industries. We also share our Toffcap Monday Monitor - a great source for finding and monitoring event-driven investments.
One of my favorite publications to look for interesting ideas. Highly recommend it!
Welcome to my publication. I am writing to get more knowledgeable about my investments as well as have a public repository of my ideas and investment progress.
In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
Each month, we deliver to our subscribers a curated list of 14-18 stocks under $5 billion market cap (microcap and smallcap) - USA & Canada. We also provide weekly shareholder activism (13D) updates and bi-monthly overviews of special situations.
Katapult Invest - Our slingshot to wealth, one trade at a time!
Sharing our view on financial markets, with short impressions (Twitter), trading ideas (Twitter), longer analyses (Substack) and running our own fund (Website)
A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.
Insider Ideas' main focus is to publish about companies where there is good alignment of financial incentives between the insiders/management and ordinary investors. Such alignment tends to lead to better outcomes for shareholders.
Paid subs only $45 pa
A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.
