No Deep Dives

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!

Cluseau Research

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.

Musings of a boring long term Value Investor

A value investing journal

Fundamental research focused on overlooked companies and special situations.

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.

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

Investing in unloved, overlooked or under-followed European companies

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

Self-taught corporate governance scenario analyst.

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

Investing and special situations in Scandinavia

Investment related content from the heart of the Nordics

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

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

My personal Substack

Speculating in the volatile world of natural resources

A bear of very little brain.

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