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Desmond
@desmondw
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Base Hit Investing
by John Huber
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Bristlemoon Capital
by Bristlemoon Capital
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Construction Physics
by Brian Potter
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Dirtcheapstocks Substack
by Dirtcheapstocks
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Exploring with Alluvial Capital
by Dave Waters
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Fabricated Knowledge
by Doug OLaughlin
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Internal Tech Emails
by Internal Tech Emails
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MacroPolo Econ
by MacroPolo Econ
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The Magic Bakery
by Andy, The Magic Bakery
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Martin Gurri
by Martin Gurri
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Moatless Musings
by Moatless Capital
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One foot hurdle
by Dabao
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Remains of the Day
by Eugene Wei
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scuttleblurb
by scuttleblurb
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SemiAnalysis
by Dylan Patel
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Sinification
by Thomas des Garets Geddes
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Special Situation Investing
by Six Bravo
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The Transcript
by The Transcript
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Voss Capital
by Voss Capital
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