No Deep Dives

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

A value investing journal

Investing and special situations in Scandinavia

Musings of a boring long term Value Investor

Wintergems is an independent investment blog focused on industry-level deep dives. I look for overlooked opportunities in complex sectors—whether it’s the the technical moats of 3D CAD software, global supply chains of aerospace defense.

Self-taught corporate governance scenario analyst.

Fundamental research focused on overlooked companies and special situations.

A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!

Join me on my quest to find cheap stocks around the world. And to find that bottom turtle.

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

My personal Substack

Cluseau Research

Investing in unloved, overlooked or under-followed European companies

Miniatures, videogames, tabletop games, comics, RPGs and... money? Exploring how the makers of my entertainment get mine, and how good they are at it

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

A bear of very little brain.

Deep reports for serious, Asia-focused investors. By entering your email, you agree to the website's terms & conditions.

Investment related content from the heart of the Nordics

Speculating in the volatile world of natural resources

I am not as smart as I sound, so please don't listen to me