The Rational Cloning

Coverage of inefficient equity markets with an emphasis on special situations investments within micro-cap and over-the-counter areas.

A live book on Investing

Curated Collection of Investment Research and Ideas

Operating at the intersection of market history & data science, we believe man + machine beats man or machine alone.

Reflections about off the beaten path topics on diet, travel, and mindset

A weekly report on special situations in US public equities.

Business Owner Mindset. Long Term Investing. Macro. Geopolitics. Polymath. Educator @ philomastery.com

I am not as smart as I sound, so please don't listen to me

Original, independent, financial analysis. New posts every Friday at 8:00AM EST.

Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

Value Situations in Public Equities

We publish 6-8 articles each month on the topics of energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

In search of value in the market's forgotten corners.

The Next Economy provides content on economics, politics and technology from an investor’s point of view. Precise, relevant, and unbiased. The Next Economy is free

I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.

Join me on my quest to find cheap stocks around the world. And to find that bottom turtle.

Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.

human-centric economic analysis to help all of us understand the world better

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

Exposing Corporate Misconduct

Exploring frameworks for understanding economics, investing and finance.

Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?