A collection of equity and credit investment ideas (and occasional thoughts and rambles on financial markets investing).
Not Investment advice - do your own due diligence
Value investor | Former hedge fund Partner and Portfolio Manager | Over 13 years of institutional experience in the hedge fund industry, investing across the capital structure with a long-short event-driven strategy
Research and conversations on overlooked Asian equities. Full research at AsianCenturyStocks.com.
Your map to excess returns in obscure markets. Interested in Brazil and beyond? Get your guide "How to invest in Brazil in 2026".
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!