Value Punks

A complete coverage of Emerging Markets opportunities from Latam to Asia to Africa. Plus coverage of European hidden champions and compounders.

Low multiple investing in "value" factor stocks | Diversified portfolio with 11% CAGR | Former PM & analyst

Value Investing, Life/Philosophy and Classical Music Explained

Investing in unloved, overlooked or under-followed European companies

Macro Ops identifies high-conviction investment opportunities by fusing deep fundamental analysis with market psychology and technical strategy.

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

Investment Research

Stock Ideas From Investment Professionals

Research and conversations on overlooked Asian equities. Full research at AsianCenturyStocks.com.

Links related to global equities

Interviewing interesting people across Asia-Pacific.

Deep Dives + Models

Learning from economic and historical cycles for investing and adapting to the coming Eurasian Century

Looking for compelling stories and long shelf life insights within Asia-Pacific

@DMTCapital writing about areas of structural change in markets

Shining a light on the undervalued corners of the market