Institutional level research helping you own equities you understand and learn about trends and companies that will underpin the growth and value creation of the next decades.
Odd lot trackerš I buy and hold capital-light or high-quality business models as long as they remain exceptional. Each month I share insights from my real investment accounts. Follow me to stay ahead & support my work! :)
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 confidenceāgaining an edge over other market participants.
Equity Analyst with quality bias | Deploying a simple strategy that has delivered 4-5% alpha over decades | Deep research, stock ideas, updates and more. Join me in building a portfolio for cosmic generations!
I write about stocks and how insights from diverse disciplinesāhistory, mathematics, psychology, etc.ācan 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! š
In-depth investment theses on public equities listed in the United States and Latin America.
Weekly reports. Don't forget to subscribe. šØš»āš¬
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.
Tips and tricks on how to grow your audience and earn money independently from your writing and podcasting. For Substack's official FAQ, go here: https://support.substack.com/hc/en-us
Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
