A Spanish-language newsletter on value investing that explains concepts like capital allocation and competitive moats and summarizes talks and essays by well-known investors. Issues are written as the author's learning notes in an accessible, beginner-friendly style.
Website: https://www.valuationmatters.com
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 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 long-form newsletter from a value investor running a multi-week seminar on Benjamin Graham's Security Analysis, pairing reading guidance with reflections on investment process, risk distribution and what 'high quality' means in a company. Readers get careful, principle-driven investing lessons plus student-submitted insights and mental models from behavioral finance.
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