Monday Morning Links

Thoughts on businesses and companies, no investment advice.

Weekly content focused on the world of finance.

Security analysis blog

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox

Sharing Investment Ideas by leveraging Data & Analytics

I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise. I share some of my ideas and look forward to learning from other fellow investors!

Value Investing in my Circle of Competence (Financial & Professional Services)

Value Investing in Asia

Data-driven investment newsletter about software, internet, and media businesses.

How I think about the energy markets, with a healthy dose of realism.

I'm a full-time private L/S investor. This substack started as a blog of unsophisticated musings but has gradually become more research heavy. I will try to keep it as actionable as possible going forward (other than updates).

A monthly newsletter publication that focuses on small Caps, special Situations and overlooked stocks in underappreciated markets.

Equally Opportunistic Investing

Investing letter focused on high-quality businesses and LatAm stocks.

310 Value's thoughts on stocks and other random musings.

Calibrated thoughts from my notebook.

Actionable value investment write-ups and insights

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Fundamental research focused on overlooked companies and special situations.

Thoughts & Ideas on investing with a focus on global small, micro and nano caps and special situations.

Contextualizing Emerging Market Investment Opportunities with Geopolitical and Macroeconomic Thematic Analysis

In-depth analysis of stocks that fit our portfolio and have potential for sustainable returns.

Supply Chain and Long-Term Investment Strategy

An Investing Collective: Company Analysis, Introspection, and Constant Curiosity

Value Punks provides insightful deep dives on global equities, driven by rigorous bottom-up research. The authors have 15+ years of experience working at leading asset managers across a diverse range of mandates (Japan, developing Asia, Latam, NA).

Hedge funds, macro and short selling.

Informative charts about China for finance professionals.

Emerging Markets and European small caps compounders investing. value without a catalyst.

Creating financial content on Substack. Main focus on energy, shipping and options. Sign up to receive my latest posts.

Great Investors Share Their Best Ideas

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

Your newsletter which covers the French small, mid and large caps by a British private investor living in France.

Value Situations in Public Equities

Institutional-grade research on stocks, at retail prices * (* currently free)

Sniffing out the latest in corporate compliance and sustainability

Long-term investment research with 100% portfolio transparency. TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

What Chase is focused on this week - a snippet from PMR's Flagship Cascade Letter

Sharing my investing journey of trying to turn $100,000 into $1,000,000 via stocks and private equities.

Understanding the world of investing, one number at a time

Brief write-ups about cheap stocks around the world.

A weekly research service that uncovers under-the-radar stocks and misunderstood investment opportunities. Over 200 stocks covered.

Discover value stocks in the Asia-Pacific | Go to the "About" page for more information.

The intersection of money and life in an age of transformation.

Detailed write-ups on 60+ public companies that have high return on incremental capital & long runway for reinvestment

Observations about business

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Weekly Quotes from Earnings Calls

Exposing Corporate Misconduct

Quick Value Weekly

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.