Business Model Mastery

Investing in Quality Overlooked Turnarounds | +305.34% from Jan 2024 to Dec 2025

Equity research on undervalued global stocks and occasional essays on investing.

Discover market-leading companies and top investment ideas through concise, high-conviction analysis – The stocks every investor should want to own!

I’ve chosen to dedicate this publication to one mission: to study how Warren Buffett and Charlie Munger built Berkshire Hathaway and humbly attempt to recreate that process in my own way. Managing over $2 million today, I see this as the very beginning.

Analysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.

Beating the SPY and QQQ on the side as an engineer. Join for practical tools and systems if you are busy with life and work like me, but would like to achieve reasonable returns.

Great companies with long growth runways trading at reasonable prices

A disciplined, framework-driven approach to long-term stock investing

I am here to help you succeed in the stock market! Join thousands of investors who receive my momentum market analysis and stock picks every week.

Hidden Market Gems is a problem-centric equity research lab. We start from a real bottleneck in the world, then find the under-followed company that solves it better than almost anyone, often before the market really cares.

25 years of Brazil Bonds Investing. Not investment advice

Market-beating stocks in a 5-min read. Picked by elite traders. Delivered every Monday to your inbox before the market opens.

We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.

Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

2-Minute Weekly Market Summary with Last Week’s Financial Highlights. Quick, Clear, and Efficient: Essential Highlights in Just Minutes.

Helping people create reliable cashflow through income investing to cover expenses, solve problems, and live the life they deserve | Join thousands of likeminded readers!

Your one-stop shop for becoming a better investor. Written by a former equity analyst - for investors who seek high-quality businesses. Subscribe now and start compounding.

Fund manager interviews and stock pitches

Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.

The daily, digestible newsletter to master timeless investing principles, build a mental framework, and sharpen mental models. Gain clarity, confidence, and control to spot asymmetric opportunities, thrive in chaos, and create your edge in the market.

In-depth research on High-Quality Companies and much more.

Sharing the lessons, strategies, and tips that helped me grow my wealth in crypto.

Crypto, Finance, and investments. Everything you need to know in a daily and free newsletter to make better financial decisions in the future!

Sleep Well Portfolio of anti-fragile and time-tested businesses

Hunt for small quality stocks that can double multiple times

Self-taught investor sharing what I learn along the way + in-depth stock research, portfolio updates, and our own stock research tool.

Safe Harbor Stocks provides actionable insights on identifying investments with strong cash flows, competitive advantages, and growth potential, all while focusing on safety and value to help you navigate the market with confidence.