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Cloud Infrastructure
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Clouded Judgement
by Jamin Ball
Compounding Dividends
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Compounding Quality
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DJY Research
by Kevin G.
The Dutch Investors
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Eagle Point Capital
by Eagle Point Capital
Hedge Vision
by Hedge Vision
How They Make Money
by App Economy Insights
Idea Hive
by Idea Hive
Investment Ideas by Antonio
by Antonio Linares
Investment Talk
by Conor Mac
Jonah’s Growth Stock Deep Dives
by Jonah Lupton
The Long Game
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The Macro Compass
by Alfonso Peccatiello (Alf)
The Mikro Kap
by David Katunarić
Mostly metrics
by CJ Gustafson
MT Capital Research
by MT Capital Research
Munaafa
by Ammar Khan
Punch Card Investor
by Punch Card Investor
The Saturday Read
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SBP watch (and other hot takes)
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Security Analysis
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Speedwell Memos
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Stock Analysis Compilation
by Stock Analysis Compilation
Substack Reads
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Sweet Stocks
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ToffCap
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The Transcript
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Treasure Hunting
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TSOH Investment Research
by The Science of Hitting
The Wolf of Harcourt Street
by Wolf of Harcourt Street
Yet Another Value Blog
by Andrew Walker
𝑻𝒉𝒆 𝑺𝒊𝒈𝒏𝒂𝒍𝒔 𝑫𝒐𝒄𝒕𝒐𝒓
by 𝐉𝐚𝐜𝐤 𝐑𝐨𝐬𝐡𝐢, 𝐌𝐈𝐓 𝐏𝐡𝐃