SmartBean
SmartBean
Targeting >30% annual returns with volatility ≤30%. Half from major global macro trends and inflection points, half from mispriced opportunities with multiple ways to win.
Capytal Management
by Capytal Management
Collyer Bridge
by Collyer Bridge
Dick Capital
by Dick Capital
Fabian's Substack
by Fabian
FOMO研究院電子報
by KP@FOMOSoc
FUNDA
by FUNDA
Global Semi Research
by Global Semi Research
Guardian Research
by Guardian Research
Jason's Chips
by Jason's Chips
JY Industry Insights
by JY Industry Insights
Lake Cornelia Commentary
by Lake Cornelia Commentary
MBI Deep Dives
by MBI Deep Dives
The Pragmatic Optimist
by Amrita Roy
RJC
by RJC
stf research
by stf
Tech Investments
by Tech Fund
The 10x Radar
by Aditya
Acid Investments
by N.R98
Altay Capital - Mostly Value Investing
by AltayCap
Applied Conjectures
by LG
Archetype Capital
by Archetype Capital
Asymmetric Opportunities
by Asymmetric Opportunities
AYZ
by AYZ
Beyond The Hype - Looking Past Management & Wall Street Hype
by Beyond The Hype
Bits and Bytes
by Pushkar Ranade
Chips’s Substack
by Chips & Wafers
Citrini Research
by Citrini
Contrarian and Correct
by Contrarian and Correct
CosmicCapital’s Substack
by CosmicCapital
D & A Metropolitan
by D & A Metropolitan
Damnang’s Substack
by Damnang
DB Software Musings
by DB
Deep Value Returns
by Deep Value Returns
East Wind
by Kevin Zhang
Everyone Hates Poetry Research
by everyonehatespoetry
Fabricated Knowledge
by Doug OLaughlin
Fairlight Research
by Fairlight Capital
Floebertus
by Floebertus
Generative Value
by Eric Flaningam
Gilmour Investment Research
by BoujeeBanker
Industrial Tech Stock Analyst
by Austin Bohlig
Inflexio Research
by Inflexio Research
Investing with the Whales Podcast
by Jonah Lupton
Irrational Analysis
by Irrational Analysis
The J. Nicholas
by Jacob B
Jonah's Trading the Charts
by Jonah Lupton
Kyle
by Kyle Adams
LumenAlpha
by LumenAlpha
Lupton Capital - formerly Jonah’s Growth Stocks
by Jonah Lupton
Maius Partners
by Maius Partners
Modern Value Investing
by Value Investigator
Multibagger Monitor
by Multibagger Monitor
Nonconsensus
by Bob Elliott
Nutty
by Nutty
Orion Stars Research
by Orion Stars Research
PHILIP PAN
by PHILIP PAN
Platform Aeronaut
by Thomas Reiner
Quant Macro
by Quant Macro
Rittenhouse’s Substack
by Rittenhouse Research
Robonomics
by FD
Rogue Funds
by Jacob Rowe
Rose’s Substack
by Rose Celine Investments
SemiAnalysis
by Dylan Patel
SemiconSam
by Jukan
SemiDigest
by N.R98
Strategic Wave Trading
by stephen Tobin
syzygycap
by syzygycap
Thriddio’s Substack
by Thriddio Asset Management
Unpacking Uncertainty
by Xinyu Ru
US Small Cap Investor
by US Small Cap Investor
Uzo Capital
by Uzo
Value Investing by Double Alpha Factory
by Maksim
Value Seeker Research
by Value Seeker Research
Vik's Newsletter
by Vikram Sekar
Voss Capital
by Voss Capital
WT
by WT
Wukong
by Wukong