AlmostMongolian

Curating top stock ideas from quarterly fund letters and newsletters

Finding undervalued investing ideas, and sharing them on Substack. Full portfolio and ALL trades available for paid subs.

Oil and Gas Investments - Potential 10x at $100 Oil and Other Themes | Check out our About page for pricing and FAQ

Your map to excess returns in obscure markets. Interested in Brazil and beyond? Get your guide "How to invest in Brazil in 2026".

30 page reports and primary research on 'hidden gems' in the small cap value space.

Investing in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.

Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Trade ideas in the Natural Resource Sector, using technical and fundamental analysis.

Long/short best ideas from Sophon Capital Research

Uncovering asymmetric investment opportunities through deep research. 𝘊𝘰𝘮𝘮𝘰𝘥𝘪𝘵𝘪𝘦𝘴 | 𝘋𝘦𝘦𝘱 𝘛𝘦𝘤𝘩 | 𝘉𝘪𝘰𝘵𝘦𝘤𝘩