Welcome to Moats & Multiples where we dive into some of the world's best businesses and uncover what makes them special.
Follow my twitter for more! @moats_multiples
Business Model Mastery is a daily, easily digestible guide to mastering how businesses work. Build a mental database of companies, compare opportunities, and quickly assess business models with confidence—gaining an edge over other market participants.
We help you discover high-quality businesses to expand your investing universe. Subscribe and receive a premium Nedap analysis as a welcome gift for free! 🎁
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.
Engineering-Driven Investment Analysis
**Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
Welcome to Finding Compounders, a substack dedicated to the art of investing in quality companies. Join us as we explore businesses with strong competitive advantages, sustainable growth potential, exceptional management teams, and sound financials.
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.
reminiscence no trades, Alpha in Notes. Enjoy interactions over perfections. Will always reply transparently. Use notes to interact with stock idea. Notes is more timely. Notes is like Twitter without bots, promoters and Elon. Do your due diligence.
Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
