Value Investing Substack NEWS

Investing in businesses.

Fundamental Equity Research

Present Value of the Future is a series of thought pieces written by Star Magnolia Capital’s analysts based on our long-term thematic research projects.

Value Investing Deep Dives -- Still Learning and Making Mistakes!

Making Stocks Simple

News Updates from and Events Organized by NUS Commodities Society

Shining a light on the undervalued corners of the market

Learning from economic and historical cycles for investing and adapting to the coming Eurasian Century

A weekly report on special situations in US public equities.

Covering the priorities of both the leadership and the general public in China and views you do not normally see from mainstream English-language media

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

Bi-weekly deep dives into companies that I believe are undervalued.

A Saturday email on the latest in tech, business and memes.

Hedge funds, macro and short selling.

Explore Japan's economy with me: Expert insights, stock analyses, news, and real-estate updates.

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. We try to improve your portfolio's performance.

Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

Data-driven Insights on Economics, Business, Finance, and Public Policy.

Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.

Independent, citizen-funded journalism

Actionable Ideas | Evergreen Case Studies | Book Reviews

I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.

A review of issues within SE Asia, from both my past and contemporary writing

Bridging the gap between the world's most important industry, semiconductors, and business.

Value Speculator. Inspired by Druckenmiller and Burry. I write about individual global companies, Macros, Shorting and Investing in General

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.

Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

Hot takes on Taiwan from the Silicon Island’s #1 Neoliberal Shill

What Chase is focused on this week - a snippet from PMR's Flagship Cascade Letter

A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.

Looking for compelling stories and long shelf life insights within Asia-Pacific

Understanding the crypto landscape

A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.

Start your day with pragmatic takes on politics and public policy.

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

The Rational Walk publishes articles for curious readers who are interested in business, investing, personal finance, history, philosophy, and books.

The Farrer Wealth newsletter includes our latest blog posts, updates, and general articles we find interesting. Happy reading and happy investing!

The biggest stories among financial exchanges

Essays about buildings, infrastructure, and industrial technology.

Links on Quantitative Topics (1-weekly)

A weekly research service that uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.

human-centric economic analysis to help all of us understand the world better

Discover value stocks in the Asia-Pacific | Go to the "About" page for more information.

Our newsletter has moved to GRITCAP.IO !

Featured on NIKKEI | US Equity Research for Sophisticated Value Investors | 10 Years of Professional Investment Experience | Warren Buffett's Biggest Fan

Analysing global natural gas markets through the lens of Europe’s net-zero journey.

Exploring money, meaning, and the mystery of life in the millennial matrix.

Exploration as a Service: Investing & business, science & technology, and the arts.

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Essays about the stock market, finance, and human behaviour.

by Zichen Wang

Sporadic explorations of topics I enjoy or find interesting

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

Economics and other interesting stuff

Weekly Quotes from Earnings Calls

The stock market usually goes up. News, data, and insights for long-term investors. If you hold stocks, this is for you.

Independent news and analysis about Asia's politics, economics, culture and more

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

A newsletter breaking down the business and money behind sports. Join 120,000+ subscribers.

Edited by essayist Claire Berlinski, this is Substack's top forum for the discussion of international news among readers and writers, around the world, who are concerned about the future of liberal democracy and the gathering storm of global war.

The history and politics of monopoly power.

Macroeconomic and public policy investment strategy

Southeast Asia is a big place - get across it.

Curated financial news, analysis and commentary with an emphasis on distressed investing, restructuring and bankruptcy.