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.
Research, notes and insights on value-focused investment opportunities with catalysts • Special situations monitors • Daily event news • Global coverage across market caps
Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.
Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes.
"Never sell" is overrated.
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 Business and Investing in Japan.
My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
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 multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'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.
Citrini Research provides insight on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
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
