Value Investing Substack | Aaron Pek

Recommended by Aaron Pek

Compounding Curiosity

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Interviewing interesting people across Asia-Pacific.

Great Asian podcasts about stocks & fund managers in the region - with some surprisingly high-profile guests

- Aaron Pek

Energy Flux

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Dispatches from the edge of the energy transition - for avid energy readers and independent thinkers

Claire’s Newsletter

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Cosmopolitan Globalists

Allocators Asia

By Kalani Scarrott

Looking for compelling stories and long shelf life insights within Asia-Pacific

An impressive channel with videos about Asian stocks/businesses/politics... and even value investing!

- Aaron Pek

Turtles all the way down!

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Brief write-ups about cheap stocks around the world.

Contrarian Investor Premium

By Contrarian Investor Podcast

Contrarian Investor Media gives voice to those who challenge a prevailing narrative in global financial markets. This our premium account, which features the ‘actionable highlights reel’ and Daily Contrarian briefing.

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

The best Semiconductor Substack. Period.

- Aaron Pek

The Asianometry Newsletter

By Jon Y

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Substack of the best Semiconductor Youtube channel, Asianometry.

- Aaron Pek

Value Punks

Global equities deep dive by former buysiders, covering Japan, Asia, and EM equities in addition to the US market

Awesome reads about some rarely-covered global stocks

- Aaron Pek

Superfluous Value

By Guy Davis

Global, deep value investor based in New Zealand. Going where the flows aren't, searching for companies the market has left for dead. (@dodgingalpha)

Nice read on some lightly covered stocks and macro commentary

- Aaron Pek