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.
I'm a big fan of Adam's investors letters. You should follow him if you want to discover great investment ideas!
My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Tracking biotech acquisition targets before big pharma strikes. Featuring acquisition targets with detailed analysis M&A probability signals and catalysts Valuation insight and deal timing estimates Big pharma strategy patterns "NOT Pro Advice"
Your trusted guide to the fascinating world of small public companies. My goal is to help you navigate this unique market, understand its opportunities, and avoid its pitfalls. I also include some lessons on self-improvement and resilience.
Join Latticework free for weekly reading picks and light market and special-situation briefings from MOI Global, plus our 89-page investment wisdom book as your welcome gift.
Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
Comparto mi cartera y todos sus movimientos desde 2020, con una filosofía de inversión en empresas de calidad y a largo plazo. Tengo invertido en ella cerca del 90% de mi patrimonio y del de mi familia. Además, cada mes publico un análisis en profundidad
Tactile Fund LP makes long-term investments in companies with extraordinary physical assets. The Tactile Substack tracks the fund's progress and profiles its investment philosophy and holdings.