A value investing blog and podcast by an experienced investor covering special situations, UK stocks, governance, relistings, and how AI is changing investing and consumer behaviour. Readers get candid, opinionated commentary on market themes and new ideas, though much of the material is sponsored or podcast-driven.
Website: https://www.yetanothervalueblog.com
Weekly reading picks and market briefings from MOI Global, with detailed write-ups of investment theses presented at its value investing conferences. Issues include summaries of speaker pitches, valuation data and session replays with slides and transcripts.
A subscriber newsletter by Michael Fritzell focused on overlooked Asian value stocks, covering insider transaction data, individual company deep-dives, and disclosed portfolio updates. Readers get monthly insider-activity summaries, analysis of specific companies such as Coupang and Grab, and transparent conflict-of-interest disclosures.
Pitches individual overlooked small-cap stocks with valuation-driven investment theses, covering metrics like normalised free cash flow, EBITDA multiples and upside scenarios. Each issue presents a base case and a bull case for a specific company, often outside mainstream coverage.
Kingswell is a newsletter about long-term investing lessons drawn from Warren Buffett, Charlie Munger and other investors, mixing interview deep-dives with news from Berkshire Hathaway. Readers get commentary on investor philosophy and weekly Berkshire updates, with some promotion of paid transcripts.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
