AlmostMongolian

High-impact company reports with a focus on asymmetric investment opportunities, with a primary focus on commodities, deep technology and breakthrough innovations.

Long/short best ideas from Sophon Capital Research

30 page reports and primary research on 'hidden gems' in the small cap value space.

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields

Curating top stock ideas from quarterly fund letters and newsletters

A diary recording my ventures into the overlooked corners of the investment world.

Investing in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.

Finding undervalued investing ideas, and sharing them on Substack. Full portfolio and ALL trades available for paid subs.

Oil and Gas Investments - Potential 10x at $100 Oil and Other Themes | Click through to our About page for pricing and FAQ

Trade ideas in the Natural Resource Sector, using technical and fundamental analysis.