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Archetype Capital
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I cover these themes on Archetype Capital: 1. Small-cap AI enablers & semis 2. Japan & SEA value chains 3. Undercovered small-cap AI beneficiaries
Dragonfly Investing
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Macroeconomics and Investing
Canadian Value Investors’ Substack
By CanadianValueInvestors Substack
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Value investing blog focused on under-followed misunderstood companies, primarily small caps.
Clark Square Capital's Ultimate Value
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Fundamental research focused on overlooked companies and special situations.
Phenom Capital
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Inflexio Research
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Small and micro-cap investing research
Daikoku Capital
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Searching for deeply undervalued securities across the globe. https://twitter.com/DaikokuCap
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