
Clark Square Capital
@ClarkSquareCap
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Following
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Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
Joined May 2018
For all my new followers, I share investment research on underfollowed companies and special situations. You can check out my work here: .
clarksquarecapital.com
Fundamental research focused on overlooked companies and special situations. Click to read Clark Square Capital's Ultimate Value, a Substack publication with thousands of subscribers.
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital @TiehackCapital @acidinvestments @DaBao_ @everyonehatesp1 @atelicinvest @MikeFritzell @lorenz_swen at @uv_shares does fantastic work on really really off-the-beaten path ideas. He's also the most interesting man in the world, so he's especially worth following.
undervalued-shares.com
Equity research about common sense investment opportunities from around the world. Ideas that you won’t find anywhere else!
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital @TiehackCapital @acidinvestments @DaBao_ @everyonehatesp1 @atelicinvest @MikeFritzell Mike, I think, is the single best resource if you are interested in Asia. He is well known, but if you don't follow him, you definitely should. His substack is one of the best, IMO.
asiancenturystocks.com
Deep reports for serious, Asia-focused investors. By entering your email, you agree to the website's terms & conditions. Click to read Asian Century Stocks, by Michael Fritzell, a Substack publicat...
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital @TiehackCapital @acidinvestments @DaBao_ @everyonehatesp1 @atelicinvest is one of the best resources on small and micro-cap SaaS names, but is knowledgeable on a lot of global small-caps.
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital @TiehackCapital @acidinvestments @DaBao_ @everyonehatesp1 doing great work on small special situations. He also has a great substack: .
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@atelicinvest Another reason why this might be timely is that search interest for Zenvia has accelerated in recent weeks. The company has been heavily marketing Customer Cloud at numerous expos and events in Brazil. Hopefully, these can translate into Customer Cloud signups / growth: . x/17
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This is the new TikTok grid feature/harmony filter! You're about to see me do a lot more acapella!. My attempt at “When you wish upon a star”
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RT @lorenz_swen: "Substacks are exponentially better than investment bank research." Strong feelings among the Austin dinner crowd of @uv_s….
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital @TiehackCapital @acidinvestments @DaBao_ has a great nose for finding investments in Taiwan and Hong Kong: .
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital @TiehackCapital @acidinvestments writes about global special situations. I really like all of his pitches: .
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital @TiehackCapital John does excellent work on micro-caps, usually with some asset or land angle.
obscurestocks.com
I write about small and overlooked stocks. Click to read Obscure Stocks, by Tiehack, a Substack publication with hundreds of subscribers.
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital writes does great work on both US and non-US names. His substack is below: .
tenvacapital.com
Hunting for overlooked and undervalued stocks. Highlighting and learning from value investing case studies. Click to read Tenva Capital, a Substack publication with hundreds of subscribers.
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital does great work on international names. He has a substack that is worth a read: .
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @MrMojoRisinX has a bit more followers at 4k, but he is putting out great content on the meta of investing. I love his Substack and the anecdotes he's sharing there: .
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick I still can't believe that @HarveySawikin, who managed the Firebird fund (a legend in emerging markets), only has 2k followers. He also has a fantastic substack: .
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick writes some great reports about health care focused stocks. He also has a substack: .
x.com
Deep dives into the Healthcare sector
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners uncovers some of the most interesting situations in Chinese and other Asian names. She (?) also writes a great substack: .
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB is a must-follow. He/she posts a highlight of interesting corporate events every day. His substack is also great for special situations.
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@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest does a great job talking Polish stocks. Seems like he knows every company there.
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@HalvioCapital @yummyCenturyEgg @joekraymond Triple S write a really interesting substack on the most bizarre special situations. Totally worth a look: .
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@HalvioCapital @yummyCenturyEgg @joekraymond writes these incredible case studies on past profitable investments, like the Toys R Us case study, where it went from bankruptcy to 1,000 bagger: .
joekraymond.com
Business history & investment case studies
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