Yet Another Value Blog

Diary of a wandering soul. 🌀

Smells like shit, but tastes like rotten eggs...if you like that type of stuff

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

Independent coverage of overlooked Asian equities

High-conviction stock research from a media executive with a +3,400% track record (2016-2024). Institutional-grade analysis of US media stocks, value investing, and market trends.

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

40 something Miami guy

Exploration-as-a-Service: the most interesting things I find across business, technology, science, history, culture, and human judgment.

Inside the Delaware Court of Chancery, by Chance.

Fundamental research focused on overlooked companies and special situations.

A weekly report on special situations in US public equities.

Great Investors Share Their Best Ideas

Latest episodes, and other adjacent thoughts.

A Saber Capital investment journal

Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.

Deep research on overlooked small-cap stocks. 100+ companies covered.

Hidden compounders, complicated stories, great businesses.

Edgy, actionable ideas that can be implemented in a day. In longer format research, I often say, "do your own work and think for yourself" but this doesn't require much work or thinking -- just quick takes that can add some expected value to busy readers.

Exploring the long-term prospects of the businesses behind stocks.

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.

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Long-term investment research with 100% portfolio transparency and prior disclosure of all trades. TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Mostly hard asset and generalist value investing

investing

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

The intersection of fundamental and incentive-driven investing.

Stock Ideas From Investment Professionals

30 page reports and primary research on 'hidden gems' in the small cap value space.

Value Investing, Life/Philosophy and Classical Music Explained

Struggling with Jiu jitsu, CrossFit, and trail running. Optimizing performance and longevity.

In search of value in the market's forgotten corners.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Sleep Well Portfolio of anti-fragile and time-tested businesses

Investing at the intersection of art and science. Ideas, frameworks, and lessons from the field.

REIT & real estate investment data platform. Visit us at http://Valytedata.com

A study of extraordinary banking and bankers.

Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.

More than research. The operational diary of a holding company executing deals, managing private & public assets, and investing in overlooked listed small caps.

Musings on public and private commercial real estate markets.

Special situation and small- and mid-cap growth stock investment thesis

This is the official Substack for the Compounders Podcast. This platform will be the home for longer form articles on investing, written interviews with investors and the periodic sharing of investment ideas.

L/S Biotech Investment Theses

We meet with over 300 companies a year; many are garbage, some are okay, and sometimes we find a great business with a great management team at a great price. To be helpful and hopefully meet like-minded investors, we want to share our research with you.

Value Situations in Public Equities

Legal Special Situations Research for Investors