Dingolover41
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Actionable Intelligence Alert
Actionable Intelligence Alert
by John Polomny
Cassandra Unchained
Cassandra Unchained
by Michael Burry
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Contrarian and Correct
by Contrarian and Correct
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The Daily Compounder
by The Daily Compounder
Discounted Trash Flow
Discounted Trash Flow
by Discounted Trash Flow
Doomberg
Doomberg
by Doomberg
Energy News Beat
Energy News Beat
by Stu Turley
Fallacy Alarm
Fallacy Alarm
by Rene Bruentrup
HFI Research
HFI Research
by HFI Research
Ideas from HFI Research
Ideas from HFI Research
by HFI Research
In it to Win it - Steve Barton
In it to Win it - Steve Barton
by Steve Barton
Oil not dead
Oil not dead
by The Oil Bandit
PauloMacro’s Substack
PauloMacro’s Substack
by PauloMacro
Pinecone Weekly Brief
Pinecone Weekly Brief
by Chase Taylor
TheOldEconomy Substack
TheOldEconomy Substack
by Mihail Stoyanov