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

Unleashing 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 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 focused on small caps, special situations, and overlooked stocks in underappreciated markets.

Equally Opportunistic Investing

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

Hidden compounders, complicated stories, great businesses.

My name is Oliver Sung. I hunt and write about cheap stocks and how to make rational decisions.

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 - follow us on X @Decipherintl

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

Supply Chain and Long-Term Investment Strategy

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

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

Hedge funds, macro and short selling.

Trying to make sense of things for business people, investors and policy professionals by Real Charts

Investing in Emerging Markets and European small caps. value investing but growth companies are welcomed if cheap.

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, at retail prices.

Sniffing out the latest in corporate compliance and sustainability

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".

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 - mostly stocks and some private equities.

Understanding the world of investing, one number at a time

Join me on my quest to find cheap stocks around the world. And to find that bottom turtle.

Overlooked Alpha uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.

Asian value stocks - straight to your inbox. Subscribe below for free weekly updates.

Diary of a wandering soul 🌀 Toward the center where all things are born

Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"

Observations about business

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

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

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

Exposing Corporate Misconduct

Quick Value - a weekly review of value investments and special situations