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A substack on investing in overlooked stocks.

Insider Ideas' main focus is to publish about companies where there is good alignment of financial incentives between the insiders/management and ordinary investors.

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

Weekly market summaries, monthly research analysis, high-quality signals for informed investing.

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

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!

Independent semiconductor and AI infrastructure research covering companies, technologies, earnings, and investment opportunities.

Value investor.

Small- and micro-cap investment ideas, primarily European.

Credit analysis for people who actually read the documents.

Turning over rocks and looking for the fat pitch.

Capital earns a high return when it is scarce

Your insider on investing in Japan

Hello, I'm Bernhard, the founder of Kroker Equity Research. Welcome to my Substack, where I explore and analyze high-quality companies, providing in-depth fundamental analysis and fair value estimates for their stocks.

Sharing investment analysis on quality, undervalued businesses to make you money and save you time.

3-4 detailed deep dives per month on $10B+ market cap companies

Long-term investing research, company deep dives, and portfolio updates.

Investing

A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio.

Independent investment research featuring frequent company earnings analysis and in-depth deep dives on publicly listed businesses.

Investment Research and Analysis

Investing in the new world order.

Research on overlooked and underfollowed European companies.

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.

Semiconductor investor with >10 years of professional investment experience. I seek to provide a global perspective for a comprehensive understanding of this dynamic industry.

Weekly deep dives on ambitious companies and investing

My personal Substack

Value Investing in Asia

Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager

Patient, long-term public-equity research featuring company business-model breakdowns, investment post-mortems, and portfolio analysis.

US and Canadian small-cap research, special situations, and company interviews.

Deep-dive analysis of Chapter 11 bankruptcies and distressed investing

Profitable microcap investing - US and UK focus

My goal is to research, learn and get feedback about businesses with high returns on invested capital.

Looking for stocks with 10x potential over 10 years.

Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis

A newsletter to help you become a better investor and find valuable information on stocks, investment and markets

Checklist strategy for quality value investing

All great companies stumble | Deep research on beaten-down stocks

Invest intelligently in high-quality stocks! mentalmodelsmentoring.com/links

Unleashing Investment Ideas by leveraging Data & Analytics

A publication for investors and those looking for easy-to-read and in-depth stock analysis!

Long-term stock investments

Our firm's newsletter delivers no-nonsense, high-quality investment insights straight to your inbox

Data-driven stock analysis and investing research