Business Model Mastery is a daily, easily digestible guide to mastering how businesses work. Build a mental database of companies, compare opportunities, and quickly assess business models with confidence—gaining an edge over other market participants.
I write about stocks and how insights from diverse disciplines—history, mathematics, psychology, etc.—can enhance fundamental equity research.
Join 3,000+ investors getting interdisciplinary insights weekly.
Deep and insightful thoughts on long-term investing mindset. Highly recommend.
We help you discover high-quality businesses to expand your investing universe. Subscribe and receive a premium Nedap analysis as a welcome gift for free! 🎁
A publication for investors and those looking for easy-to-read and in-depth stock analysis!
We provide your weekly dose of investment ideas, analyses, and updates on some of the most exciting and best opportunities in the financial markets.
Valuing Dutchman helps you see value where others don't
Turn market irrationality into opportunity with proven value investing strategies that filter out the noise.
Valuing Dutchman looks into high quality compounders, a great source for sleep well investments.
In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
The LongView is a publication for professional/serious investors that covers special situations and inflecting microcaps with the potential to achieve right-tail returns.
A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.
Welcome! This is a newsletter focusing on Asian value stocks. Enter your email address to receive free previews of new posts and teaser emails. Click on the "About" page to understand what you get as a premium subscriber. Terms & conditions apply.
