Research links

Management Consulting

McKinsey	https://www.mckinsey.com/mgi/our-research/all-research
	https://www.mckinsey.com/featured-insights
BCG	https://www.bcg.com/publications
Bain	https://www.bain.com/insights/
Kearney	https://www.kearney.com/insights
Accenture	https://www.accenture.com/gb-en/insights-index
BearingPoint	https://www.bearingpoint.com/en-us/insights-events/insights/

Investment Banking

Goldman Sachs	https://www.goldmansachs.com/insights/goldman-sachs-research
	https://www.goldmansachs.com/insights
JPM	https://www.jpmorgan.com/insights/research
	https://am.jpmorgan.com/gb/en/asset-management/adv/insights/market-insights/
	https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
	https://am.jpmorgan.com/ie/en/asset-management/institutional/bios/michael-cembalest/
	https://am.jpmorgan.com/us/en/asset-management/adv/
	https://markets.jpmorgan.com/home
Morgan Stanley	https://www.morganstanley.com/what-we-do/research
	https://www.morganstanley.com/ideas
	https://www.morganstanley.com/ideas?filter=market-trends
	https://www.morganstanley.com/ideas?filter=technology-disruption
Citi	https://www.citigroup.com/global/insights
	https://marketinsights.citi.com/
Bank of America	https://www.privatebank.bankofamerica.com/insights.html
	https://business.bofa.com/en-us/content/market-strategies-insights.html
HSBC	https://www.hsbc.com/news-and-views/views/hsbc-views
Standard Chartered	https://www.sc.com/en/news/
Barclays	https://home.barclays/insights/global-insights/
	https://publicresearch.barclays.com/search/index.htm
UBS	https://www.ubs.com/global/en/assetmanagement/insights.html
	https://www.ubs.com/global/en/investment-bank/in-focus.html
	https://www.ubs.com/global/en/wealthmanagement/insights.html
Deutsche Bank	https://www.dbresearch.com/PROD/RPS_EN-PROD/RPSHOME.alias
ING	https://think.ing.com/
BNP Paribas	https://www.bnpparibas-am.com/en-gb/professional-investor/
	https://www.bnpparibas-am.com/en-gb/professional-investor/insights/
RBC	https://www.rbccm.com/en/insights/rbc-research.page

PE/AM

Apollo	https://www.apollo.com/insights-news/insights
	https://www.apolloacademy.com/alternative-perspectives/
Apollo Daily Spark	https://www.apolloacademy.com/the-daily-spark/
BlackRock	https://www.blackrock.com/us/individual/insights
	https://www.blackrock.com/corporate/insights/blackrock-investment-institute
Blackstone	https://www.blackstone.com/insights/
Vanguard	https://advisors.vanguard.com/insights/all
Real Deals	https://realdeals.eu.com/articles/category/central-eastern-europe

Short-sellers and Activists

Bleecker Street Research	https://www.bleeckerstreetresearch.com/research
Blue Orca Capital	https://www.blueorcacapital.com/category/reports/
BMF Reports	https://bmfreports.com/articles
Citron Research	https://citronresearch.com/
Culper Research	https://culperresearch.com/latest-research
Fugazi Research	https://x.com/FugaziResearch [TBC]
Fuzzy Panda Research	https://www.fuzzypandaresearch.com/
GlassHouse Research	https://www.glasshouseresearch.com/research.html
Gotham City Research	https://www.gothamcityresearch.com/main
Grizzly Research	https://grizzlyreports.com/
Hindenburg Research	https://hindenburgresearch.com/
HitHawk Research	https://hithawk.com/view_activism/
Iceberg Research	https://iceberg-research.com/
J Capital Research	https://www.jcapitalresearch.com/
Jehoshaphat Research	https://jehoshaphatresearch.com/research/
Morpheus Research	https://www.morpheus-research.com/
Muddy Waters Research	https://muddywatersresearch.com/research/
Ningi Research	https://ningiresearch.com/
Pelican Way Research	https://pelicanway-research.com/latest-reports
Sakura Research	https://sakuraresearch.com/
Scorpion Capital	https://scorpioncapital.com/
Shortfinder	https://shortfinder.substack.com/archive
Spruce Point Capital	https://www.sprucepointcap.com/research
Sunshine Research	https://sunshineresearch.substack.com/
Viceroy Research	https://viceroyresearch.org/research/
White Diamond Research	https://whitediamondresearch.com/
Wolfpack Research	https://www.wolfpackresearch.com/items

Hedge Funds

Akre Capital Management (Chuck Akre)	https://www.akrecapital.com/our-thinking/
Altos Ventures	https://altos.vc/#philosophy
Aoris Investment Management	https://www.aoris.com.au/Insights
AQR	https://www.aqr.com/Insights
Avenir Corporation	https://www.avenircorp.com/articles-letters
Azvalor	https://www.azvalor.com/en/categorias_anuncios/letters-to-investors/
Bridgewater (Ray Dalio)	https://www.bridgewater.com/research-and-insights
Coatue Management	https://www.coatue.com/insights
Ensemble Capital (Corient Private Wealth)	https://intrinsicinvesting.com/
Davis Funds	https://davisfunds.com/insights/
DoubleLine (Jeffrey Gundlach)	https://doubleline.com/funds-insights/
Martin Capital (Frank Martin)	https://frank-k-martin.com/blog/
Fundsmith (Terry Smith)	https://www.fundsmith.co.uk/documents/
Giverny Capital (David Poppe)	https://www.givernycam.com/communications
Giverny Capital (Francois Rochon)	https://givernycapital.com/en/letters-to-our-partners/
GMO (Jeremy Grantham)	https://www.gmo.com/europe/research-library/
	https://www.gmo.com/europe/GMO-Required-Reading/
GQG Partners (Rajiv Jain)	https://gqg.com/insights/
Hedgeye	https://app.hedgeye.com/insights/market_insights
Hillhouse Capital (Lei Zhang)	https://www.hillhouseinvestment.com/news/
Himalaya Capital (Liu Lu)	https://www.himcap.com/publications
Hosking Partners	https://www.hoskingpartners.com/insights
Lindsell Train	https://www.lindselltrain.com/insights-events/investment-insights/
Markel Group (Thomas Gayner)	https://ir.mklgroup.com/overview/
Miller Value Partners (Bill Miller)	https://millervalue.com/blog/
Oaktree (Howard Marks)	https://www.oaktreecapital.com/insights
Pabrai Investments Funds (Mohnish Pabrai)	https://www.chaiwithpabrai.com/
Dhandho Funds	https://dhandhofunds.com/mohnish.php#articles
Pershing Square (Bill Ackman)	https://pershingsquareholdings.com/materials/letters-to-shareholders/
Polen Capital	https://www.polencapital.com/perspectives
Royce Investment Partners (Chuck Royce)	https://www.royceinvest.com/insights/
RV Capital (Robert Vinall)	https://www.rvcapital.ch/ [trazi registraciju]
Saber Capital Management (John Huber)	https://sabercapitalmgt.com/letters-and-notes/
Scott Management	https://www.scottlp.com/letters.html#Goals
Scottish Mortgage	https://www.scottishmortgage.com/en/uk/individual-investors/insights?order=Newest
Semper Augustus (Chris Bloomstran)	https://www.semperaugustus.com/clientletter
Sequoia Capital	https://www.sequoiacap.com/stories/
Sequoia Fund	https://www.sequoiafund.com/resources/
Smead Capital Management (Bill Smead)	https://smeadcap.com/advice/
Stewart Asset Management (Bill Stewart)	https://www.stewartassetmgmt.com/performance/quarterly-letters
Third Point (Dan Loeb)	https://www.thirdpointlimited.com/resources/
Turtle Bay	https://www.turtlebay.io/notes
Tweedy, Browne Fund	https://www.tweedyfunds.com/commentary/
Vulcan Value Partners (CT Fitzpatrick)	https://vulcanvaluepartners.com/letters/
WCM Investment Management	https://www.wcminvest.com/insights
Wedgewood Partners	https://wedgewoodpartners.com/investor-resources/
Weitz Investment Management (Wally Weitz)	https://weitzinvestments.com/perspectives/investment-insights/default.fs
Woodlock House (Chris Mayer)	https://www.woodlockhousefamilycapital.com/blog

Big 4

Deloitte	https://www2.deloitte.com/us/en/insights.html
	https://www.deloitte.com/global/en/our-thinking.html

EY	https://www.ey.com/en_rs/insights
KPMG	https://kpmg.com/xx/en/home/insights.html
	https://kpmg.com/xx/en/our-insights.html
PWC	https://www.pwc.com/gx/en/issues.html
	https://www.pwc.com/gx/en/research-insights.html

Other good

Columbia Business School / Graham and Doddsville Newsletter	https://business.columbia.edu/heilbrunn/resources/graham-and-doddsville-newsletter

Blogs

Barry Ritholtz	https://ritholtz.com/
Ben Thompson – Stratechery	https://stratechery.com
John Huber	https://basehitinvesting.substack.com/archive [premium only?]
Marc Rubinstein – Net Interest	https://www.netinterest.co/
Morgan Housel – Collaborative Fund	https://www.collaborativefund.com/blog/
Paul Graham	https://www.paulgraham.com/articles.html
Sam Altman	https://blog.samaltman.com/

Other

Harvard Business Review	https://hbr.org/
Pitchbook Reviews	https://pitchbook.com/news/reports
Aswath Damodaran Blog	http://aswathdamodaran.blogspot.com/
Warren Buffett Archives	https://buffett.cnbc.com/
Sloan Review	https://sloanreview.mit.edu/big-ideas/
ICE	https://www.ice.com/insights?tagIdGroups=
OPM Wire	https://opmwire.com/
Nasdaq News	https://www.nasdaq.com/news-and-insights
Fond za razvoj	https://fondzarazvoj.co.rs/
Santa Fe Institute	https://www.santafe.edu/research/results/papers

McKinsey    https://www.mckinsey.com/mgi/our-research/all-research
            https://www.mckinsey.com/featured-insights