Substacks recommended by Forbes Jamieson

Recommended by Forbes Jamieson

Independent equity research, focusing on high conviction long-term trade ideas and other compelling opportunities.

Tasmanian South America-based geologist, options seller & resources investor. Passionate about internationalisation, tax optimisation, free thought & travel.

So You Want to Be a Day Trader?

By David Martin

Exploring all things Day Trading, Index Trading and CFD Trading for Retail Traders. Associated with TGM Ai-Insights - Providing unique statistical market insights to Sophisticated Traders, Portfolio Managers, CIO's, CEO's & CRO's.

ToffCap

Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.

MBI Deep Dives

Investment Research

scuttleblurb

investing

Special Situation Investing

By Six Bravo

Actionable value investment write-ups and insights

Invariant

By Devin LaSarre

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Fantastic company specific research, in true quality companies.

- Forbes Jamieson

Lewis Enterprises

By Hunter

REIT, Real Asset and Investment Management Research

Thoughtful, and insightful analysis. I'm always excited to get a new article from Hunter.

- Forbes Jamieson

Continuous Improvement

By Kaizen Investing

"Here to share, fail, and iterate in public."

First-rate write-ups, on first-rate businesses.

- Forbes Jamieson

Canuck Analyst's Blog

By Canuck Investment Analyst

investing

TSOH Investment Research (Alex Morris)

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

Net Interest

By Marc Rubinstein

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Nongaap Investing

By Mike

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

Buyback Capital

Recommended by Forbes Jamieson