A Chinese-language Substack on US stock analysis that offers market-trend calls and stock picks in AI supply chain and undervalued names, with claimed hit rates. Issues discuss market bottoms, AI hardware and semiconductor earnings, and updates on previously recommended stocks.
Website: https://raycat.substack.com
A weekly investment newsletter from an independent researcher who hunts for asymmetric opportunities and shares portfolio decisions, including a live model portfolio and a trim of its largest holding around a takeover bid. It mixes long-form essays on investing sayings with transparent position-level reasoning, and is explicitly personal opinion rather than advice.
A newsletter profiling 'hated' stocks that return most of their cash to shareholders through buybacks, with long-form case studies on Signet Jewelers and Group 1 Automotive. It walks readers through balance sheets, debt structure, and the investment track records of notable fund managers.
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.
A weekly investment newsletter that tests the hidden assumptions behind AI-related stock moves by checking each claim against company filings such as 10-Qs and 10-Ks. It explains how debt stress at one borrower like CoreWeave might spread to suppliers and customers, using specific numbers from published reports.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
