Newsletters

A research diary examining public companies, industry structures, unit economics, competitive advantages, and valuation.

My personal Substack

This publication is an outlet for me to publish my research on individual companies. I am building a watchlist of high quality companies with periodic updates on their valuation. Also included is a podcast where I answer Q&A and interview investors.

Semiconductor, AI infrastructure, and technology-company analysis.

Semiconductor supply-chain and company analysis from an industry specialist.

Stock Market Participant / Emergency Physician Combining Fundamental and Technical Analysis to beat the market. 8 year CAGR >40%

Sleep Well Portfolio of anti-fragile and time-tested businesses

Long-form fundamental research on quality compounders and serial acquirers, including company deep dives, updates, and valuation work.

Buyside analyst hunting for emerging small/micro-cap giants

SmallCapInvestor is dedicated to uncovering hidden gems in the small cap stock market before they hit the mainstream

Actionable value-investment write-ups and special-situation research.

Comprehensive research on public companies, including deep-dive reports, business histories, quarterly updates, and expert interviews.

Thematic equity research and company deep dives with financial models, valuation frameworks, earnings updates, and explicit investment theses.

I like enjoy learning about stocks

Small-cap/micro-cap value investing, special situations, hidden gems

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

Global, deep value investor based in Australia. Going where the flows aren't, searching for companies the market has left for dead.

International equity write-ups

Short-selling ideas and investigative financial research

Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation

Company research focused on structural technology and investment themes.

4 Passionate experienced investors analyzing stocks. We help you fill your portfolio with high-quality businesses.

Deep dives into individual stocks - written by a CPA

looking for no-brainers in the micro-cap space

AI-focused equity research, company deep dives, and earnings analysis.

Understanding the world of investing, one number at a time

My personal Substack

Fund managers, constantly looking at LOTS of companies and industries. We also share our Toffcap Monday Monitor - a great source for finding and monitoring event-driven investments.

Quality and value-oriented company deep dives and earnings analysis.

Full-time investor - Micro Caps

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

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

Underfollowed & undiscovered investment ideas

graham and dodd investing

My personal Substack

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

Benjamin Graham philosophy with margin of safety focus

Curates multidisciplinary investing and business readings

I love investing, this is my little personal diary.

Modern value investing - quirky special situations and overlooked stocks