Yet Another Value Blog

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.

Fund managers. We look at LOTS of companies and industries, and like to write about them; some are good, others bad. We share research and (many) event-driven ideas.

Whether you are a banker, investor, or want to increase your banking knowledge, this subscription will give you the research, analysis and information to differentiate yourself and excel in all of those areas.

Musings on public and private commercial real estate markets.

investing

Stock investment thesis

Inside the Delaware Court of Chancery, by Chance.

Law & Finance

Professional investor helping other investors | Investing in the best companies in the world

310 Value's thoughts on stocks and other random musings.

Stock Ideas From Investment Professionals

A weekly report on special situations in US public equities.

Great Investors Share Their Best Ideas

Value Situations in Public Equities

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

TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder with 15+ years of investment experience. Paid subscribers receive weekly equity research and 100% portfolio transparency (prior disclosure of all trades).

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

A weekly research service that uncovers under-the-radar stocks and misunderstood investment opportunities.

Money, markets, and metaphors for life.

Exploration as a Service: Investing & business, science & technology, and the arts.

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

Value Investing, Life/Philosophy and Classical Music Explained

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

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