Recommended by Kalani Scarrott
Value Punks provides insightful deep dives on global equities, driven by rigorous bottom-up research. The authors have 15+ years of experience working at leading asset managers across a diverse range of mandates (Japan, developing Asia, Latam, NA).
Extremely well researched and in-depth. Everything from Value Punks is worth setting time aside to read.
US Stocks for Long-Term Investors: IB-Tier Equity Research for Institutional Value Investors | Former PM with ~10 years of professional exp. Generalist, fluent in macro, portfolio strategy & deep-dive accounting analysis | Warren Buffett's biggest fan
Value investing that often focuses on ASEAN. What's not to love! Thorough research that covers everything.