A daily market brief covering Hong Kong, Japan, South Korea, China and US equities, with index moves, bond yields, currency and macro drivers. Each issue opens with an editor's note that draws a connected investment thesis from the day's news.
Website: https://newsletters.distilla.ai/
Market Sentiment publishes in-depth company deep dives, such as Shopify and ServiceNow, alongside portfolio updates and macro commentary on rates, oil, and tech stocks. Readers get analytical investment research focused on the bottlenecks and business models of the AI-era economy.
Dividend School teaches readers to analyze dividend stocks using a Buffett-style framework, with monthly lists of cheap stocks, company deep dives and video sessions on individual names. It includes valuation work such as multiples, reverse DCF and fair value ranges, and the author reviews his own past calls.
Firm Returns publishes detailed investment research reports on individual companies it considers undervalued, such as a PepsiCo report covering segments, margins and activist history. It also posts brief portfolio change updates.
A dividend investing newsletter that publishes stock ideas, valuation lessons and sector analysis, including a monthly list of dividend stocks with the most analyst-implied upside. Issues pair specific company breakdowns with explanations of the metrics and macro factors behind them.
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