Special Situation Investing

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

Chinese coal and coke market updates, analysis, prices and statistics.

All-Things Quality Investing

Links related to global equities

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

A Saber Capital investment journal

Publicly listed Shipping Companies in Tankers, Offshore Vessels, Dry Bulk, and more

Ex-professional investor helping other investors | Invest in the best companies in the world

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.

A weekly report on special situations in US public equities.

An Investing Collective: Actionable Ideas, Company Analysis, Introspection, and Constant Curiosity

Get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and many other legendary investors.

I’m nobody and I have nothing to sell. This substack functions as a diary of investment ideas/thoughts that I think are interesting and to track how my thoughts change over time. Obviously not investment advice. I have no formal finance education.

Super-Spiked is about the messy energy transition era and the clash of energy commodity & equity markets with climate policy, ESG initiatives, and geopolitics.

Fund manager interviews and stock pitches

Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!

All things energy. Challenging the dominant narrative because facts matter.

Energy, finance, and the economy at-large | Doomberg readers are better informed and smartly entertained | Enter your email address below to receive free previews | Bonus access to 5 of our top articles is included in the Welcome email!

In search of value in the market's forgotten corners.

Contrarian Investment Research

The Rational Walk publishes articles for curious readers who are interested in business, investing, personal finance, history, philosophy, and books.

Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.

Featured on NIKKEI | US Equity Research for Sophisticated Value Investors | 10 Years of Professional Investment Experience | Warren Buffett's Biggest Fan

Exploring money, meaning, and the mystery of life in the millennial matrix.

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Essays about the stock market, finance, and human behaviour.