Behind the Balance Sheet

Whitelight Capital (WLC) pioneers integrated catalyst-driven strategies in public equities through a multi-horizon framework. WLC combines fundamental analysis, activist engagement, and strategic litigation to systematically create value.

Newsletter to accompany the podcast of the same name - exploring issues relating to climate change and the energy transition

Personal finance, saving and investing: Demystifying money and making you richer, in just 2 minutes a day.

European political economy and geoeconomics

Since 1975, we've provided independent stock market research to some of the world's largest institutional investors. Here we provide you access to insights and stock market research from our experienced team. See our about page for more details.

How to avoid the biggest mistake investors make! Always flying red flags – and a few green ones, too!

I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise. I share some of my ideas and look forward to learning from other fellow investors!

Insights at the intersection of Value Investing and Behavioral Finance

quirky things in finance

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Man + machine beats man or machine alone.

A daily guide to the business news, ideas and expertise that matters

Learn about recasting financial statements for better interpretation and decision-making ...

Adventurous Investing for grown ups

Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.

Value Situations in Public Equities

I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.

Trying to connect all the dots in markets, business and economics

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Analyzing great businesses and exploring timeless investing concepts.

A different way of looking at bond markets & market movers—especially troubled companies.

The Rational Walk publishes articles about a wide range of topics including business, politics, investing, personal finance, history, philosophy, and books.

Deep, actionable research for serious Asia-focused investors

Diary of a wandering soul 🌀 Toward the center where all things are born

Exploration as a Service: Investing & business, science & technology, and the arts.

Curating multidisciplinary investing, business, and other readings.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Value Investing, Life/Philosophy and Classical Music Explained

The Curious Mind discovers, curates and synthesises the big ideas across markets, technology and the good life.

A newsletter of quiet contrarianism, slow analysis and ambient ideas