TSCS is a paid-subscription equity research newsletter from London-trained analysts covering mispriced global stocks, commodities and emerging markets. Recent issues offer data-heavy, opinionated analysis of platinum miners, gold price moves and the Indonesian market sell-off, with much of the actionable detail paywalled.
Website: https://tscsw.substack.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.
An independent equity research newsletter that does company deep dives and valuation analysis on emerging infrastructure and AI-related themes, such as optical networking, hyperscaler spending and Anthropic's financials. Readers get detailed, numbers-driven breakdowns of specific stocks alongside weekly portfolio updates and market commentary.
A Canadian value-investing newsletter that writes long-form, disclosed-position analysis of under-followed, mostly small-cap companies, including turnaround and special situation stories. Readers get detailed investment theses, company deep dives and sector context, with the authors' positions stated up front.
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