TMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!
Value investor turning over as many rocks as possible. On the crossroads of value and quality. Focus on family owned companies. Investment writer since 2011 (Dutch) and manager of zero-management fee fund.
Learn more on the about page
Since 1975, we've provided independent stock market research to some of the world's largest institutional investors. Here we provide you access to insights and stock market research from our experienced team. See our about page for more details.
Welcome to Finding Compounders, a substack dedicated to the art of investing in quality companies. Join us as we explore businesses with strong competitive advantages, sustainable growth potential, exceptional management teams, and sound financials.
Blog único sobre inversión inversión y bolsa con contenido sobre análisis y valoración de empresas, software en EXCEL, listados etc
Utilizo mi software de EXCEL para reportar el contenido.
¡Espero que os aporte valor y os ayude en la toma de decisiones !
My Substack will take you through the core values and action the most successful individuals used to get to the top.
Sources include: CEOs, Investors, Businessman, Books, Interviews and more!
Weekly business breakdowns delivered by a Silicon Valley senior finance executive. Join investors, visual thinkers, and data-driven professionals. Become a smarter decision-maker in minutes.
✅ Descubre empresas pequeñas europeas de calidad y baratas 🎁 Recibe el "Pack de Bienvenida" con +46 tesis y +40 herramientas 📩 Cada lunes y miércoles en tu correo
Inside his Substack Community, Strategist Larry Cheung, CFA (Youtube Creator: 100K+ Friends) discusses his views on U.S. & China Macro Investment Strategy. Key Levels and Risk/Reward on thematic investment ideas are discussed.
Market analysis, idea generation and education from a generalist London-based portfolio manager.
Subscribe for weekly outlook across asset classes along with exclusive access to a private Twitter feed where live market insights and trades unfold.
A concise daily companion newsletter for SPX/ES Traders offering a chart, accurate daily levels, actionable trade plan, and insight into the art and science of trading from the perspective of a professional trader.
Welcome to my Research Platform!
Here, I post all my research, valuations, and investments.
I share my personal Portfolio with Live updates and write Investing Pitches and Deep Dives about the best opportunities and companies that interest me.
Financial education, macro insights & actionable investment ideas.
From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
We help investors make decisions with confidence by identifying opportunities, alerting you to risks, and keeping you informed with meaningful macro insights
Join 50,000 readers and become smarter with money, finance and investing (short, sweet & simple). My knowledge comes from real-world experience of working 15 years in finance, tech and start-ups, and earning my degree in Finance.
Energy, finance, and the economy at-large | Doomberg readers are better informed and smartly entertained | Enter your email address below to receive free previews | Bonus access to 5 of our top articles is included in the Welcome email!
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.
Paid subscribers get ~2 deep dives month (8,000+ words), ~2 mini deep dives per month (2,000+ words) and access to Jonah's investment portfolio (up +85% in 2024, up +134% in 2023) plus all daily activity with daily notes/commentary and investment models.
Long-term investing in a short-term world. Portfolio updates, company research, and education for long-term investors who don't stare at the market all day.
