Bristlemoon Capital

Bottoming out Twitter@FundamentalBottom

Self-taught investor sharing what I learn along the way + in-depth stock research, portfolio updates, and our own stock research tool.

Insights on Chinese stocks, policies, and key developments—without the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.

A publication for investors and those looking for easy-to-read and in-depth stock analysis! We provide your weekly dose of investment ideas, analyses, and updates on some of the most exciting and best opportunities in the financial markets.

In-depth analysis and thought-provoking insights covering the technology and consumer internet sectors from the lens of a public markets investor

Investment Research

Fundamental research focused on overlooked companies and special situations.

Technologists. Investors. Analysts. Uncover alpha with deep understanding of Product, Architecture, & Vision. Follow us on Twitter: @Convequity and seekingalpha.com/author/convequity

Sleep Well Portfolio of anti-fragile and time-tested businesses

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Understanding the world of investing, one number at a time

Weekly technology & innovation news through the lens of a fund manager. Covers artificial intelligence, gene editing, renewables, VR/AR, streaming, quantum mechanics, space, cybersecurity, semiconductors, the app economy, gaming, synthetic biology, ...