A weekly-style curation of links to equity research and write-ups, mainly on global and Asian stocks, with brief commentary by Michael Fritzell. The newsletter has moved its focus to Asian equities under a new Substack, so readers get a digest of value-investing research and market observations.
Website: https://www.mondaymorninglinks.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.
Morpheus Research publishes in-depth short-seller investigations into publicly listed companies, drawing on former-employee and expert interviews and regulatory or corporate records. Each report lays out alleged undisclosed problems, misstatements or fabricated deals behind a company's valuation.
Weekly briefings from MOI Global covering investment theses presented at its conferences, summaries of member calls, and a curated survey of special situations such as activist campaigns, mergers and spin-offs. Readers get specific company analysis with valuation figures and catalysts, plus reading picks.
A daily newsletter that surfaces stocks with strong historical seasonal records for the coming week, alongside momentum, volatility and overbought/oversold readings. It adds commentary on how reliable each record is, such as noting when earnings dates drive the apparent calendar effect.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
