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.
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
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 insight 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.
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".
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.
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