Investment research newsletter that publishes daily commentary and full-length deep dives on public technology companies, including earnings breakdowns with financial analysis. Free excerpts give the key numbers and the author's view, with the full analysis and models behind a paywall.

Shawarma Capital publishes deep-dive equity research memos on small and mid-cap hardware, semiconductor, space-data and defense autonomy companies, with specific price data, filings analysis and dated tripwires. Readers get detailed, sourced analysis of individual tickers such as HAWK, PL and MRLN, plus shorter casual updates.

Equity research newsletter from a long-term value and growth investor, featuring company deep dives, valuation updates and reflections on investment process. Readers get detailed analysis of global stocks plus the author's own portfolio reasoning and decisions.

Investor-focused analysis of individual high-quality public companies, mostly quarterly earnings breakdowns with commentary on management behaviour, capital allocation and valuation. Readers get numbers by region and segment, call takeaways, and the author's own view on each stock.