Koneko Research

Substack for Berczy Park Capital, a private family office in Toronto, Canada

Our mission is to be an aggregator of investment ideas by gathering and analyzing public theses, focusing on those based on value investing and common sense, and extracting the key points of each idea in your language as a first filter for your research.

Whatever stocks I find cheap. Mostly value, mostly microcaps, mostly Asia, no guarantees.

Complexity made simple. Alpha made clear. Having some fun & sharing wisdom as we grow together.

Insights on Chinese stocks, policies, and key developments—without the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.

The China Week is the essential weekly analysis and summary of China news for investors, policymakers, business people, and journalists written by veteran China journalist and media entrepreneur Jeremy Goldkorn. Get caught up in just 10 minutes a week.

International equity write-ups

Investment Research

Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields

The biweekly newsletter offering research into and analysis of listed companies. Thought pieces published by J Capital Research.

I collect all the interesting analysis I find in hedge funds reports and newsletters.

We have created this substack to share some of our investment research. It is mostly short biased for now, but that may change. Not investment advice. All posts are our opinions.

Insights about the egregious behavior of Elon Musk, the chaotic craziness at Tesla, Inc., and the poisonous alliance of Musk and Donald Trump, all with a legal slant informed by my career as a commercial trial lawyer.

Publishing trade ideas, both long-short and quant trading. Not to be taken as investment advice. The publication is operated by a team of 17-year-olds.

Energy market research, Canadian REITs, Precious metal stocks.

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!

Musings on public and private commercial real estate markets.

Thoughts on Canadian energy outlook.

Essays and analysis about elections, media, sports, poker, and all the other things I care about.

Where I choose to write sometimes. When I do, I will probably write about Canadian stocks that I think may be undervalued and present attractive shareholder returns.

Equally Opportunistic Investing

Japan analysis and insights - capitalism that works

Self-taught corporate governance scenario analyst.

Fundamental research focused on overlooked companies and special situations.

REIT, Real Asset and Investment Management Research

Energy, power, innovation, and politics.

A curated portfolio of compelling value and special situation investment ideas

Income investing - generating attractive investment yields with risk control

Super-Spiked focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities

Global, deep value investor based in Australia. Going where the flows aren't, searching for companies the market has left for dead.

Colorado Wealth Management Fund from Seeking Alpha. If you want to subscribe, you need to use our actual website: https://www.thereitforum.com

Looking for value in listed real estate and real assets

All about Brookfield Asset Management

In search of value in the market's forgotten corners.

"Get your facts first, then you can distort them as you please." - Mark Twain

Value Speculator. Inspired by Druckenmiller and Burry. I write about individual global companies, Macros, Shorting and Investing in General

Key developments supported by the data

Join me on my quest to find cheap stocks around the world. And to find that bottom turtle.

Charting the transformation of travel & tourism across Asia Pacific.

Welcome! This is a newsletter focusing on Asian value stocks. Enter your email address to receive free previews of new posts and teaser emails. Click on the "About" page to understand what you get as a premium subscriber. Terms & conditions apply.

Exposing Corporate Misconduct

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