Behind the Balance Sheet

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

Diary of a wandering soul. 🌀

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

quirky things in finance

A humorous blog on business and finance from the writer of the Alex cartoon strip.

Adventurous Investing for grown ups

Become a better long-term investor using insights at the intersection of Value Investing and Behavioral Finance

Curating multidisciplinary investing, business, and other readings.

Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?

Analyzing great businesses and exploring timeless investing concepts.

Weekly research on markets, technology and the good life with a paid tier for Sunday Spark Notes, deep Primers, systems and the full archive since 2019

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

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.

Seeking compound returns. This substack will feature company deep dives, thoughts on markets, the ongoing search for attractive risk / reward and will keep asking questions.

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

A newsletter of quiet contrarianism, slow analysis and ambient ideas

European political economy and geoeconomics

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.

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

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

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".

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

Value Investing, Life/Philosophy and Classical Music Explained

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

Man + machine beats man or machine alone.

We're the FT's finance blog. If it's dumb, delightful or just weird and involves money we're probably interested in it.

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

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!

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

Value Situations in Public Equities

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

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