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