Andy Weekend

[Sebastian Krog @SebKrog]

For microcaps: @Kreuzmann13 @david_katunaric
For Asia: @MikeFritzell
For LATAM: @irbezek
Special sits/ value investing (small caps/ mid caps): @ClarkSquareCap

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

The Top Finance Newsletters of 2026:

- Citrini - thematic investing (⭐)
- East Asia Econ - macro commentary on China/Taiwan/Korea/Japan (⭐)
- The Transcript - earnings call transcript analysis (⭐)
- Capital Employed - interviews, links to stock ideas (⭐)
- Latticework - John Mihaljevic’s Substack (⭐)
- Sunday’s Idea Brunch - interviews with great investors (⭐)
- Astutex - trend-scanning through alt-data (⭐)
- HFI Research - oil & gas (⭐)
- Net Interest - Marc Rubinstein’s blog (⭐)
- Healthy Stock Picks - global healthcare sector specialist (⭐)
- DMT Capital - Young investor with a talent for short-selling (⭐)
- Byron Street Research - small-cap ideas from a pro (⭐)
- KEDM - event-driven ideas from Harris Kupperman’s team (⭐)
- ToffCap - High-quality special sits ideas (⭐)
- Yet Another Value Blog - Andrew Walker’s Substack (⭐)
- Bireme - Poker player Evan Tindell’s fund that also invests in Japan (⭐)
- Clark Square Capital - stock ideas from around the world (⭐)
- Cluseau Research - US-based investor with a tilt towards financials (⭐)
- Floebertus - opportunistic investing globally (⭐)
- Gezzogero - German investor investing global small caps (⭐)
- Halvio Capital - a talented global hedge fund (⭐)
- Sector Stories - ex-buyside analyst turned sailor and blogger (⭐)
- Sweet Stocks - Alex Sweet’s stock ideas (⭐)
- The Mikro Kap - micro-caps from David Katunarić (⭐)
- Undervalued Shares - Swen Lorenz’s newsletter (⭐)
- A Value Fund - Tim McElvaine’s fund (⭐)
- Alluvial Capital - Dave Waters’ fund (⭐)
- Base Hit Investing - John Huber’s blog (⭐)
- Bonhoeffer Capital Management - Keith Smith’s global value hedge fund (⭐)
- Kerrisdale - US long/short fund occasionally writes about Asian equities (⭐)
- Speedwell Research - high-quality deep dives (⭐)
- The Science of Hitting - Alex Morris’s blog (⭐)
- Ian’s Insider Corner - LatAm/North American stock ideas from Ian Bezek (⭐)
- Value and opportunity - Germany-based blogger (⭐)
- Asian Century Stocks - Asian value stocks (⭐)
- Collyer Bridge - Singapore-based Substack covering exciting new themes (⭐)
- East Asia Stock Insights - Value stocks in East Asia (⭐)
- Made in Japan - growth stocks in Japan (⭐)
- Offpiste Investing - great curation of Asia-related links (⭐)
- One Foot Hurdle - Taiwanese and Hong Kong equities (⭐)
- Smartkarma - a research platform for institutional investors (⭐)
- Bronte Capital - John Hempton’s Sydney-based long/short fund (⭐)
- East72 Dynasty Trust - Andrew Brown’s fund focusing on global equities (⭐)

Do NOT take this list too seriously. It's based on what I've read - what I can personally vouch for. If your publication is not included, it's probably because I haven't read enough of it. Maybe next year.

Michael

[Andy Weekend @andyweekends]

@HyprNeutral Can I dm you?

[Andy Weekend @andyweekends]

@HyprNeutral Ok, let me now when open deposits, please

[Andy Weekend @andyweekends]

@SystemicStratHL @variational_lvs Is it trading or same strategies with HL?

[Andy Weekend @andyweekends]

@SystemicStratHL I wanna take a part on this profits😁

[Andy Weekend @andyweekends]

@blothecap Why are the results on HL and Lighter so different?

[Andy Weekend @andyweekends]

@Han_Slay_02 @paradex You are so ParaClown🤡🤣

[Andy Weekend @andyweekends]

@PioGerard ParaClown🤡

[Andy Weekend @andyweekends]

@0xSharvil Seems you very proud of how you fucked your investors

[Andy Weekend @andyweekends]

@0xSharvil 🤡 The clown who deceived his investors and did not give them tokens

[Andy Weekend @andyweekends]

@GammaStrategies Why zero words about your Vaults when they falling?)

[Andy Weekend @andyweekends]

@GammaStrategies Please stop posting about your vaults every day🙏😉

[Andy Weekend @andyweekends]

@GammaStrategies Please, stop shilling this🙏

[Andy Weekend @andyweekends]

@SystemicStratHL Lighter?

[Andy Weekend @andyweekends]

@blothecap Your delta-neutral strategy has been experiencing losses for six consecutive days. Could you explain why the strategy is showing a negative result, given that, in theory, a delta-neutral position should be insensitive to price movements up or down?

[Andy Weekend @andyweekends]

@blothecap Unfortunately, pool have 4days red streak 😕

[Andy Weekend @andyweekends]

@blothecap Does this increase in TVL impact Vault's profitability?
How effectively can you manage money with such a high TVL? Do you plan to increase TVL further and to what level?