Substacks recommended by Michael Fritzell

Recommended by Michael Fritzell

International equity write-ups

It is time for long-form writings. My twitter handle is DaBao_. Hopefully this platform presents a more balanced view and allows more serious discussions.

East Asia Stock Insights

Subscribe for 30+ unique articles per year uncovering East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China equities.

Daye knows his stuff

- Michael Fritzell

Building, investing & exiting in Southeast Asia

By Christopher Beselin

A Swede in the heart of Southeast Asia - building, investing & exiting companies in the region for the past c.15 yrs. Founder of activist fund, Endurance Capital & Founder of venture inv. & builder, Fram (IPOd on Nasdaq). 12 companies started, 4 exited.

TrendingData

By Trending Data

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

TrendingData helps you stay up-to-date on new consumer trends

- Michael Fritzell

Guasty Winds Investment Ideas

I'm a full-time private L/S investor. This substack started as a blog of unsophisticated musings but has gradually become more research heavy. I will try to keep it as actionable as possible going forward (other than updates).

Consumer/Culture/Commerce

By Berna Barshay

Equally Opportunistic Investing

Top consumer analyst

- Michael Fritzell

Ian’s Insider Corner

By Ian Bezek

Investing letter focused on high-quality businesses and LatAm stocks.

LatAm stocks with a focus on value

- Michael Fritzell

Pyramids and Pagodas

Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis

astutex.ai #AlternativeData insights

By astutex.ai newsletter on #AlternativeData insights

Latest Astutex Trendspotting report

Discover new trends through search query analytics

- Michael Fritzell

Value Punks

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

Emerging Value

By Olivier

Emerging Markets and European small caps compounders investing. value without a catalyst.

Emerging Value helps you find stock ideas in Europe/EMs

- Michael Fritzell

Sunday's Idea Brunch

By Edwin Dorsey

Great Investors Share Their Best Ideas

Excellent interviews with top investors

- Michael Fritzell

Insider Ideas

Insider Ideas' main focus is to publish about companies where there is good alignment of financial incentives between the insiders/management and ordinary investors. Such alignment tends to lead to better outcomes for shareholders. Paid subs only $45 pa

Great stock ideas sourced from insider transaction data

- Michael Fritzell

Capital Employed

Fund manager interviews and stock pitches

Value Situations

By Conor Maguire

Value Situations in Public Equities

TSOH Investment Research Service

By Alex Morris (TSOH Investment Research)

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.