Covers in-depth profiles of small and mid-cap European companies, such as Friedrich Vorwerk, Cicor and Ferrari Group, with business model analysis, risks and valuation. Each issue ends with the author's personal investment conclusion and the milestones he will watch before adding to a position.
Website: https://moatsandmarkets.com/
Analyses oil and gas companies, deals and geopolitics from an equity investor's perspective, covering topics such as Venezuela's reopening, Kurdistan upstream mergers and Gran Tierra's asset sale. Issues combine specific figures with a clear point of view on what transactions mean for shareholders.
Boardlot Africa publishes research-driven analysis of Kenyan and African markets, covering listed-company deals, corporate histories and governance. Readers get specific, data-backed takes on NSE events and multinational case studies.
A sentiment-focused market newsletter that maps investor positioning and sentiment indicators, with weekly updates on equities, volatility and regional markets like Brazil. It also includes longer explainers on how bond yields and equities interact, using historical episode data.
Citrini Research publishes long-form thematic equity and global macro research, with a heavy focus on how AI reshapes markets, industries and finance. Recent issues cover an AI-driven drug design experiment, agentic finance meeting crypto, and the market impact of consumer AI agents.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
