Global equities
2x2 Capital - Ex-hedge fund manager focusing on SMID caps globally
8th Wonder Capital - Germany-based investor search globally
Applied Conjectures - deep research on global equities
Asymmetric Edge - global coverage
Beeli Capital - under-covered ideas
Bireme - Poker player Evan Tindell’s fund that also invests in Japan
Best Anchor Stocks - global ideas with a quality bias
Boredom Baron - global value stocks from a Swiss investor
Bos Invest - private investor now focusing on non-US equities
Bristlemoon Capital - Sydney-based L/S fund with a global focus
Buffetts Disciple - young investor with a global focus
Bullseye Picks - GARP investing globally
Cayucos Capital - experienced fund manager looking for global ideas
Clark Square Capital - stock ideas from around the world
Cluseau Research - US-based investor with a tilt towards financials
Crack the market - global quality large caps
Daniel’s Deep Dive - private investor focusing on larger stocks globally
Demystified Value - young investor focusing on the US and Japan
Emerging Value - global stock ideas with an emerging markets tilt
Enterprising Investor - private investor discussing high-quality stocks
EYC Investing - occasional ideas, from Canada to Korea to beyond
Floebertus - opportunistic investing globally
From $100K to $1M & More - An investor’s stock investing journey
FT Alphaville - finance blog the UK’s Financial Times
Fundasy Investor - fundamental analysis on global stocks
Garp & Chill - nice set of global compounder ideas
Generals and Workouts - special situations across the world
Gezzogero - German investor investing global small caps
Global Equities - Angsana Anderson’s stock-related Substack
Global Equity Briefing - deep dives from around the world
Halvio Capital - talented global hedge fund
Hidden Gems Investing - Chris Waller’s global small-cap publication
Hydra Research - global ideas, focus on value
Jake’s Substack - Global ideas, many in Japan
Jam Invest - European and Hong Kong small-caps
John Law - global illiquid small-caps
Global Outperformers - Dede Eyesan’s blog
Kairos Research - solid value stocks from a private investor
Koneko Research - Canada real estate, Hong Kong small-caps
Kreuzmann’s Ideas - talented investor scouring the world for ideas
Kroker Equity Research - value investor from Germany
Latticework - Manual of Ideas’ excellent Substack
Maius Partners - ideas from across the world
Modern Investing - commodities, cyclicals and value
Mr Deep-Value - cheap stocks globally
No Deep Dives - no deep dives, but high-quality ideas
Old Rope - market professional turning over rocks
Overlooked Alpha - overlooked small-caps and mid-caps
Preferred Shares - podcast about high-quality companies around the world
Pyramids & Pagodas - Chinese / Middle Eastern focus
Raging Bull Investments - Canadian investor with global focus
ROE The Boat - Jon Kingston’s Substack for global value ideas
Schwar Capital - global high-quality stocks
smallvalue - personal investment portfolio with a focus on value
Sung Capital - Copenhagen-based professional scouting for global small caps
Quipus Capital - industry primers and global stock ideas
Saadiyat Capital - equity research from a London-based hedge fund analyst
Sector Stories - ex-buyside analyst turned sailor and blogger
Silba - tells stories about businesses around the world
Sleepwell Investments - global coverage by Trung Nguyen
Sophon Capital Research - research on compounders & special sits
StockOpine - research on quality businesses globally
Superfluous Value - Guy Davis’s investment blog
Sweet Stocks - Alex Sweet’s stock ideas
Szew Invest - global equities with a tilt towards emerging markets
Tenva Capital - global ideas, though many in Australia
The Acquirer’s Multiple - Tobias Carlisle’s blog
The Alpha Engineer - global small-cap-focused-, private investor
The Capital Chronicle - Amsterdam-based investor focusing on serial acquirers
The Compounding Tortoise - compounders from around the world
The Gorilla Game - deep-dives and industry primers, mostly ex-US
The Hermit - global small-caps
The Mikro Kap - micro-caps from David Katunarić
The Wolf of Harcourt Street - deep dives from around the world
Treasure Hunting - micro-caps from an investor called Sebastian
Trident Opportunities - German investor focusing on global small caps
Turtles Research - small caps, healthcare / Hong Kong tilt
Undervalued and undercovered - Hugo Navarro’s highly regarded Substack
Undervalued Shares - Swen Lorenz’s newsletter
Value Degen’s Substack - prolific writer and investor with a global focus
Who Pays Wins - equity research on global stocks, many in Europe
WinterGems - global value ideas
Your Weekend Reading - ideas from a former hedge fund manager