Yet Another Value Blog substack is anything but run of the mill, despite the name. Twitter: Yet Another Value Blog ($499/year or $199/month) Typically includes six write-ups per month, including deep dives on new companies. From long time investor and former equity analyst Alex Morris, subscribers get access not only to Morris’s ideas but also to his personal portfolio and trades. The Science of Hitting (TSOH) Investing started as a podcast, but has since launched a substack. Twitter: TSOH Investing ($349/year or $49/month) ![]() It focuses on the plumbing behind the markets, the impact of markets, international capital flows, and cryptocurrency. Twitter: Russell Clark’s Capital Flows (GBP 350/year)Ĭapital Flows is Russell Clark’s macro analysis substack. Value Situations applies a framework consisting of valuation, downside risk assessment, and focus on asymetric risk/return prospects. Twitter: Value Situations (free)Ĭonor Maguire’s Value Situations covers investment ideas and analysis of mispriced and undervalued companies, both domestic and international. Also from Edwin Dorsey, every Sunday morning the Idea Brunch provides a new interview from an emerging investment manager featuring their philosophy, best stock ideas, and lessons learned. If you like the interviews at the tail end of Barron’s, you will probably love The Idea Brunch. He focuses on larger companies, usually with market caps above $1 billion, and has an audience large enough that his ideas sometimes move markets. The Bear Cave by Edwin Dorsey publishes two ideas each month of overpriced or vulnerable stocks to sell or short. Like the name suggests, usually providing a long-form analysis of a value investing idea. Simon Handrahan publishes his Margin of Safety Investing substack about twice a month. Lke the name suggests, QTR’s substack focuses on stories and theories ignored by the mainstream financial press, from financial suppression to Federal Reserve failures to skeptical takes on Tesla. Quoth the Raven is best known for his podcast, but also has a well-followed substack. Twitter: Qtr’s Fringe Finance ($16.99/month) More importantly, much of what Petition covers just isn’t covered elsewhere. Sounds dry, right? Its not - Petition addresses the heady topics with humor and avoids jargon. ![]() It focuses on bankruptcy and distressed company-related news and analysis. Petition is one of the most popular paid financial substacks. He also covers US tech stocks and broader macro. If you trade Latin American stocks like Mercado Libre $MELI NuBank $NU or others, you can’t miss Twitter personality Giro Lino’s substack. With over 56,000 subscribers, the weekly substack provides actionable ideas and investment themes, and insights from Genevieve’s research and contacts Twitter: Newsletter (R62.17/month ≈ $12.23/month) Grit Capital, the newsletter of Genevieve Roch-Decter, CFA, has also become enormously popular. Doomberg aims to highlight the fundamentals missing from many economic and policy decisions, and focuses on natural resources from oil to coal to agricultural commodities. ![]() While it started free, new posts are now behind the paywall. This little green chicken has won the hearts of FinTwit and the broader internet. After combing through dozens of investment-oriented substacks, here are the ones we think best. ![]() The online publishing platform makes it easy for content makers to format and disseminate long-form articles. Substack has revolutionized financial newsletters.
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