Asian Century Stocks

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Recommendations of other Substacks

www.asiancenturystocks.com

Recommendations of other Substacks

The top finance related Substacks out there

Michael Fritzell
Nov 1, 2022
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Recommendations of other Substacks

www.asiancenturystocks.com

1. Sunday’s Idea Brunch

Edwin Dorsey write two publications: The Bear Cave and Sunday’s Idea Brunch. Both of very high quality. Since I don’t do much shorting, my interest lies with the latter.

What makes Sunday’s Idea Brunch so great is that he interviews people who manage money for a living. True stock pickers who know their ideas inside out. And they’re high-quality people across the board. There’s nothing else like it, and all for a very cheap price of just $12/month.

Sunday's Idea Brunch

Great Investors Share Their Best Ideas
By Edwin Dorsey

2. The Transcript

The Transcript goes through key earnings call transcripts and picks up key quotes from them. I’ve saved lots of time having them curate the information for me. While most of the companies covered are American or European, I still find it helpful to understand sector trends and Fed policy.

The Transcript

Weekly Quotes from Earnings Calls

3. Overlooked Alpha

US long/short ideas. Their content is consistently thought-provoking. It’s rare for Substacks to offer variant views on popular stocks. That makes Overlooked Alpha unique in the sea of other American finance related Substacks.

Overlooked Alpha

Investing ideas ignored by the mainstream. Join 2500+ likeminded investors receiving high signal stock ideas.
By Joe Marwood

4. Value Punks

Value Punks are professional, value-oriented investors who cover stocks across the globe, including in Japan. Their write-ups are exhaustive with a great attention to detail. Highly underrated, in my view.

Value Punks

Global equities deep dive by two former buyside analysts at $10b+ funds.

5. Emerging Value

I like Olivier’s ideas. He’s focused on value, across the quality spectrum. Most of the stocks discussed are European but there are a few emerging market ideas thrown in for good measure.

Emerging Value

Stocks Ideas with an emphasis on Emerging markets and European Small cap value with preferably a growth component at a bargain price.

6. Turtles all the way down!

Author “IJW” seems to have a similar investment philosophy. He covers mostly European and US stocks. Most of the ideas discussed are value stocks trading at attractive multiples.

Turtles all the way down!

Brief write-ups about small and micro cap stocks, social science and general observations
By IJW

7. Yet Another Value Blog

Andrew Rangeley does special situations investing. And you can tell that he’s a professional that knows what he’s doing. Andrew’s YouTube channel is worth following as well.

Yet Another Value Blog

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
By Andrew Walker

8. Value Situations

European special situations investing. He’s value focused and does thorough research. Top-notch.

Value Situations

Value Situations in Public Equities
By Conor Maguire

9. TSOH Investment Research

I will admit that some of stocks discussed at TSOH are a bit too pricey for my liking. But there’s no doubt that Alex has an eye for quality, and the research is top-notch as well.

TSOH Investment Research Service

A deep dive equity research service from an experienced buyside analyst focused on achieving long-term investment success. Includes 100% portfolio transparency, with quarterly updates and the disclosure of ALL changes before they’re implemented.
By The Science of Hitting

10. Astutex.ai

Astutex provides alt-data on global equities, focusing on search query analytics. They also have an excellent Twitter account that provides trade ideas almost every week.

astutex.ai #AlternativeData insights

Latest Astutex Trendspotting report

11. TrendingData

TrendingData covers hot new consumer trends, which I then try to translate into stock ideas. Definitely worth your time.

TrendingData

The next HUGE products and businesses sent straight to your inbox! No spam. Ever.
By Nick

12. MacroValue’s Newsletter

What I like about MacroValue’s ideas is that they’re totally contrarian. Perhaps close to what Michael Burry would call “icky stocks”. But his ideas usually perform well, and his writing is always worth your time.

MacroValue’s Newsletter

Ramblings on Markets...Value...Macro

13. Insider Ideas

I love the stock picking approach taken by Insider Ideas. By following the data from insider transactions, you’re bound to find hidden gems. Most of the stocks mentioned on the Substack, I had never heard of before. So it’s always a delight to get a new Insider Ideas post into my inbox.

Insider Ideas

Stock ideas backed up by supportive insider transactions (directors, execs etc). Posts are opinions only, not investment advice. Contributors will often hold positions in stocks discussed and may be biased.

14. Neckar’s Minds and Markets

I love Frederik’s writing. He writes about market related topics, including biographies of market participants, financial history and business related topics. Well worth your time.

Neckar's Minds and Markets

Deep dives into the minds and methods of outstanding investors.
By Frederik Gieschen

Sorry, if I missed mentioning your Substack. It was probably not intentional. And to everyone else, thanks for your continued support!

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Recommendations of other Substacks

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The Transcript
Writes The Transcript
Nov 1, 2022Liked by Michael Fritzell

Thanks Michael!

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Frederik
Writes Search for Oasis
Feb 17

Thank you, Michael!

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