Value Investing Substack | Aaron Pek

Recommended by Aaron Pek

Value Punks

Investment publication focused on global equities research. By two former buyside analysts.

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. (@guydavisvalue)

Nice read on some lightly covered stocks and macro commentary

- Aaron Pek

Compounding Curiosity

By Kalani Scarrott

A weekly podcast with investors and operators across Asia-Pacific.

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

- Aaron Pek

Value Investing Substack NEWS

By Daniel Fok

Highly curated news on stocks, economics, finance and value investing

The Macro Compass

By Alf

Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

If you don't subscribe to this, you're not a macro analyst. He is so good.

- Aaron Pek

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

Energy Flux

By 💥 Energy Flux 💥 by Seb Kennedy

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

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

Fabricated Knowledge

By mule

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