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".
Get the latest news and information from the most overlooked, underserved and unloved asset class, but where all the great investors build wealth: MicroCap stocks.
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
This substack is authored by Anand Srinivasan, the voice of Money Pechu. It is co-authored by Sashwath Swaminathan, an MSc Economics student and research assistant at Aionion Investment Services. The pieces cover finance, economics and investing.
A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.
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.
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?”
A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.
