The Variant Perception Blog

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Global macro views from a trader with over two decades of institutional trading experience. Compounding capital with triple digit returns and 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. We try to improve your portfolio's performance.

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Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

Discover value stocks in the Asia-Pacific | Go to the "About" page for more information.

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Weekly Quotes from Earnings Calls

The almost daily email about markets from Kevin Muir.

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