TSOH Investment Research

Deep dives on stocks to help you understand them

Investment Research

investing

Biweekly insights into overlooked listed companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street

Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Surfing decade long mega-trends and chronicling the journey. Trying to get rich and live forever.

An investment blog with a two decade view

Fund manager interviews and stock pitches

investing

I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.

A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.

This publication is an outlet for me to publish my research on individual companies. I am building a watchlist of high quality companies with periodic updates on their valuation. Also included is a podcast where I answer Q&A and interview investors.

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

Growing, competitively advantaged businesses, run by uniquely capable leadership

A weekly research service that uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.

Welcome. This is a newsletter focusing on value stocks in the Asia-Pacific. Enter your email address below to receive free previews of new posts and teaser emails. Click on the "About" page to understand what you get as a paid subscriber.

Fundamental research analysis on levered credit opportunities (high yield/distressed/special situations/levered equities)

money and the meaning of life

Exploration as a Service: Investing & business, science & technology, and the arts.

Essays about the stock market, finance, and human behaviour.

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

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

Value Investing, Life/Philosophy and Classical Music Explained

Exposing Corporate Misconduct

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with not a lot of time.

Breaking down business models and how technology is changing them. Occasional dad jokes.

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

If you are reading this, we have a hunch you are interested in investing. That's great, because we run a weekly podcast called "Chit Chat Stocks" where we discuss stocks, investing, and financial markets. Follow us on YouTube, Spotify, or Apple Podcasts.