Investment and valuation through a transparent process.

Essays about the stock market, finance, and human behaviour.

Meditations about investing and equity research.

30 page reports and primary research on 'hidden gems' in the small cap value space.

Fundamentally driven stocks that have qualitative advantages explained in a simple manner!

We invest the time, so you can save hours! Get fundamental research on quality companies and high-conviction stock ideas.

Expand your investing universe of quality companies.

Growing, competitively advantaged businesses, run by returns focused managers

Analyst-level Insights on the World’s Most Compelling Companies.

Underfollowed & undiscovered investment ideas

Spot market asymmetries with an early investor (+20x return) and former equity analyst.

Actionable value investment write-ups and insights

Substack page of KEDM (kedm.com). We flag 30+ actionable event-driven and special situations, each week.

Value Investing, Life/Philosophy and Classical Music Explained

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.

The latest in semiconductors: silicon, AI, processors, market trends.

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.

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.

Comprehensive research on great public companies.

In-depth reports on stocks with emerging moat characteristics, recurring updates on stocks in the emerging moats universe, and portfolio updates.

Looking for stocks with 10x potential over 10 years.

Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.

Fiercely independent views on investing, markets and business from a former fund manager.

Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.

Long-term investment research with 100% portfolio transparency and prior disclosure of all trades. TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.

Exploration-as-a-Service: the most interesting things I find across business, technology, science, history, culture, and human judgment.

Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

+20.43% CAGR since 2018. Real-money small-cap research balancing long-term compounders with catalyst-driven multibaggers. Full track record and historical case studies on the About page.

Deep research on beaten-down stocks | The best opportunities exist in uncertain times

Wintergems: independent blog for overlooked opportunities in complex sectors— pumps, valves, plumbering, electrical, aerospace & defense, consumer facing high tech . Subscription is Free.

Your 10-minute daily ritual to outthink the market and build your edge. Go behind the scenes to uncover the mechanisms and strategies behind intrinsic, durable competitive advantages and long-lasting Owner Earnings. Build independent judgment.

Welcome to Moats & Multiples! This page is dedicated to the gods of compound interest and the businesses which make it happen. Follow my twitter to stay in touch! @moats_multiples

Great businesses the market also agrees with. Quality compounders, sectors, market cycles & investor psychology through both fundamentals AND technicals. Portfolio + screening of 2,000+ stocks & 600+ ETFs. CIO @ arvy · NZZ columnist.

Independent analysis of overlooked Asian companies

Análisis de las mejores empresas del mundo. Quality Growth Investment

Independent investment research on global equities and commodities.

Servicio de análisis de inversión centrado en la búsqueda de empresas excepcionales.

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

Una newsletter para inversores en calidad con un enfoque empresarial y patrimonial

Notas sobre libros y finanzas

AI and semiconductor supply chain in-depth analysis

Writing about the magic of compounding in high-quality businesses led by outstanding people!

Las más increíbles historias de negocios, emprendimiento y finanzas contadas de manera simple e intuitiva.

Deep-dives, primers, and commentary on current events in healthcare & life sciences

Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.

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.

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

Finanzas, inversión y actualidad.