Bright Ideas

Fundamental research focused on overlooked companies and special situations.

This is the official Substack for the Compounders Podcast. This platform will be the home for longer form articles on investing, written interviews with investors and the periodic sharing of investment ideas.

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Deep dive research into publicly traded stocks, business models and ideas.

Stock Ideas From Investment Professionals

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

investing

Hidden compounders, complicated stories, great businesses.

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

Value Investing, Life/Philosophy and Classical Music Explained

Value Situations in Public Equities