MacroEdge empowers clients with comprehensive market data and macro research. Our industry experts deliver cutting-edge insights to facilitate data-driven decisions.
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.
More than research. The operational diary of a holding company executing deals, managing private/public assets, and investing in overlooked listed small caps.
The Phronesis Fund is a long-biased investment partnership that applies practical wisdom and first principles reasoning to patiently compound trust, and capital. These are the regular updates from the managing partner to Phronesis Fund partners.
Sophon Microcap Atlas is a research platform focused on special situations and “compounders” below $500M in market capitalization. Our team is led by two former hedge fund analysts
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.
Seasoned investing sensitive to economic policy and geopolitical trends. From the energy transition and critical minerals to defense, AI, and technology.
Equity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no BS.
Where I choose to write sometimes. When I do, I will probably write about Canadian stocks that I think may be undervalued and present attractive shareholder returns.
I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing
Your trusted guide to the fascinating world of small public companies. My goal is to help you navigate this unique market, understand its opportunities, and avoid its pitfalls. I also include some lessons on self-improvement and resilience.
Former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM.
Free equity research reports focused on deep value, mining, legal special situations, and arbitrage. Across our authors we publish differentiated market insights, write-ups, and observations. Our research is tailored to institutional & PA investors.
