Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
A complete coverage of Emerging Markets opportunities. A real life portfolio, no model portfolio. Plus coverage of European hidden champions and compounders.
Good source of ideas for anyone who likes stocks off the beaten track.
Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes.
"Never sell" is overrated.