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Singapore/Msia
Dividend Titan
ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S. - All Forums
Asian Century Stocks
China
Theoria
China Yuchai
2 years ago
Michael Pettis twitter
Fund Managers
G&R Blog
MarketWatch: Why the Current Oil Crisis Could Haunt Markets for Years
6 days ago
John Hempton's Newsletter
The last Bristol Myers' blog post was wrong on the core thesis
1 week ago
Yet another value podcast
Value Hive podcast
Amateurs & Hobbyists
value and opportunity
Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
AlmostMongolian
Updates: Zoomd, $WGR.AX and Heartbeam + comparing with $cert.v, $illm.to and $bcn.ax
No Fluff. Just Ideas. By FatAlpha
AI Memory at 5x P/E: Why this won't last
Welfare Capital Research
Reddit Q1 2026 Earnings Update
GlobalStockPicking.com
Turning Point Brands (TPB US)
Lyn Alden
New Book: The Stolguard Incident
Yet another value podcast
Show 5
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More stock-picking substacks...
MatriceDemos
Macro
Welcome to Macro Voices
MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft
The MacroTourist
M'tourist Private Feed Recap
Capitalist Exploits
NVIDIA’S REIGN: WE’VE SEEN THIS MOVIE BEFORE
Hedgeye
Roaring Meows (locked)
KKGB
Cloudbear
Show 5
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Various Industries
Stratechery by Ben Thompson
Fable 5, Anthropic Alignment, AI Tiers
Baird Maritime
Australian and Indonesian authorities conduct joint patrol to combat illegal fishing
Drug Channels
Pharmacy Copay Misuse: The Multi-Billion Dollar Issue Hiding In Plain Sight
PurseForum
Future of the Love series
What You Pay For Sports
Why 2026 Could Become a Turning Point for Canada’s Sports Industry
Dungeon Investing (computer games)
CyberAgent (4751.T): Ready for the derby
Skift Podcast
Billionaire Face-Off: Loeb Battles Burkle Over Soho House Deal
Devil's Advocate
Exit, pursued by a bear
Clarksons Research
Increased Newbuild Prices Another Inflationary Marker
808s Online
The Hater’s Guide to Thorium Reactors
The Commodity Strategist
Uber
Essays — Benedict Evans
No Mercy / No Malice
Section4 - YouTube
Matthew Ball
Show 5
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GeoPolitics
Zeihan on Geopolitics
Insulating the President with Loyalists
Warographics
Colombian Mercenaries Are Fighting Wars Across the World. Why?
Commodities
#TinBarrons
Energy Tidbits
Anas Alhajii
UraniumCatalyst google doc
Christine Guerrero
Esgian's youtube channel
Shorts
DeepThroatIPO
How to Wreck a “Big Old” GSIB Bank…
Marc Cohodes
Crypto
Chain Link God
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