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!
I've spent 15 years as an analyst and portfolio manager investing in emerging market and international stocks. Now I write about interesting ideas, many of which I own in my portfolio.
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.
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
Citrini Research provides insights 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?”
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. Written by a 17-year Tech Hedge Fund Veteran.
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
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.
Posting individual North American stock pitches and alternative news.
"Truth is like poetry, and most people fucking hate poetry." - overheard in a DC bar
High-conviction global equity analysis. Combining deep fundamental research with specific event-driven catalysts to identify asymmetric risk-reward opportunities. Quality of ideas over quantity. Expect infrequent posts!
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.
A complete coverage of Emerging Markets opportunities. A real life portfolio, no model portfolio. Plus coverage of European hidden champions and compounders.
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.
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
Analyzing companies and sharing big ideas in Music, Consumer, Tech and Experiences. Sharing my journey as an investor in Public and Private markets. Will talk about anything that satisfies my never-ending curiosity.
