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
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
- 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/
- 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
- 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
- Scorpion Capital: https://scorpioncapital.com/
- Shortfinder: https://shortfinder.substack.com/archive
- Spruce Point Capital: https://www.sprucepointcap.com/research
- 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
Big4
Other good
- Columbia Business School / Graham and Doddsville Newsletter: https://business.columbia.edu/heilbrunn/resources/graham-and-doddsville-newsletter
- Santa Fe Institute: https://www.santafe.edu/research/results/papers
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

Links as text

https://pitchbook.com/news/reports 

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 
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
https://realdeals.eu.com/articles/category/central-eastern-europe

Hedge Funds 
Bridgewater: https://www.bridgewater.com/research-and-insights
Oaktree: https://www.oaktreecapital.com/insights
Hedgeye: https://app.hedgeye.com/insights/market_insights
Apollo: https://www.apollo.com/insights-news/insights
GMO: https://www.gmo.com/europe/research-library/
Pershing Square: https://pershingsquareholdings.com/materials/letters-to-shareholders/
AQR: https://www.aqr.com/Insights

Big4 
EY: https://www.ey.com/en_rs/insights
Deloitte 
- https://www2.deloitte.com/us/en/insights.html
- https://www.deloitte.com/global/en/our-thinking.html
PWC 
- https://www.pwc.com/gx/en/issues.html
- https://www.pwc.com/gx/en/research-insights.html
KPMG 
- https://kpmg.com/xx/en/home/insights.html
- https://kpmg.com/xx/en/our-insights.html

Other 
https://hbr.org/
http://aswathdamodaran.blogspot.com/
https://sloanreview.mit.edu/big-ideas/
https://www.ice.com/insights?tagIdGroups=
https://ritholtz.com/
https://opmwire.com/
https://www.nasdaq.com/news-and-insights
Ben Thompson – Stratechery: https://stratechery.com 
Morgan Housel – Collaborative Fund: https://www.collaborativefund.com/blog/ 
Marc Rubinstein – Net Interest: https://www.netinterest.co/ 
Paul Graham: https://www.paulgraham.com/articles.html
Sam Altman: https://blog.samaltman.com/
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