Substacks recommended by Microcap Investing Cliff Notes

Recommended by Microcap Investing Cliff Notes

The Micro-Capo is a blog where I share news and articles on companies I like or own. I follow these companies quarterly to deepen my knowledge and post my write-ups here to share my insights.

KEDM

By ToffCap’s Monday Monitor

Substack page of KEDM (kedm.com). We flag 30+ actionable event-driven and special situations, each week.

The Bear Cave

By Edwin Dorsey

Exposing Corporate Misconduct

TSCS

By New Growth Stock

Equity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no fluff.

8th Wonder Capital

By Mr Schmidt

Albert Einstein referred to compound interest as the 8th wonder of the world. This substack captures my musings on investing. Not to be taken as advice - neither financially nor in any other aspect of life.

100 Bagger Hunting

By Kevin

Hunt for small quality stocks that can double multiple times

Clearly defined microcap investing process

- Microcap Investing Cliff Notes

Multibagger Monitor

Every week, I share a writeup about a stock in my portfolio or on my watchlist that has the potential to appreciate rapidly over a <2-year horizon. Special emphasis on event-driven, reflexive, and microcap situations.

ToffCap

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

Sunday's Idea Brunch

By Edwin Dorsey

Great Investors Share Their Best Ideas

Great source to source investors to follow

- Microcap Investing Cliff Notes

The Value Road

I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.

Boring and Beautiful Money

By Greg Aikens

Welcome to Boring and Beautiful Money. I find unexciting firms (boring) the market has ignored or forgotten, a precursor to undervaluation (beautiful). These firms generate predictable cash flows, buy back shares, and distribute dividends (money).

Arkomina Research

By Marko Bjegovic

Subscribe for all CPI, PCE, inflation, Fed, labor market, macro, and market-related topics. For more visit ArkominaResearch.com.

If you’re looking for analyses of macro trends, this substack is an option to consider.

- Microcap Investing Cliff Notes

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

Breakout Investors: Ahead of the Curve

Ahead of the Curve provides the top content produced on the Breakout Investors Platform. Breakout Investors is a community of sophisticated retail investors that strive to be Ahead of the Curve in identifying and owning great small cap companies.

Nice ideas from a group of smart investors offering a comprehensive look at the microcap universe.

- Microcap Investing Cliff Notes

Treasure Hunting

By Sebastian

Researching overlooked and undervalued Microcaps

Wolf's Substack

By The Wolf

Small Cap Financial Reviews and other things of interest

Anyone with a multi-bagger hit rate of 60% should be followed, without question. Follow the Wolf…

- Microcap Investing Cliff Notes

Petty Cash

By Dean

Canadian Microcap Investing & Some Lifting

Systematic AI Investing Portfolios

By Andreas Himmelreich

Systematic Investing Portfolios — Built with AI & Machine Learning General Posts are free! 🔹 Includes 3 Live (AI) Strategy Books / Portfolios (Small, Mid/Large, Large Cap) for paying subscribers

I’ve had the pleasure of talking stocks with Andreas and ended up liking his quantitative investing approach to the point that we’ve decided to partner with him to help us go through our microcap quality index and collaborate on future projects to find ways to extract more alpha from the stock market.

- Microcap Investing Cliff Notes

QTR’s Fringe Finance

By Quoth the Raven

Liberty. Finance. Bullshit.

Raging Bull Investments

Mostly value with a catalyst. Caveat Emptor.

The Investor's Journal

By Brian McCann

...learning investing through doing

Left’s Newsletter

Investing

Super focused investor with great research. Focusing on value wherever it can be found.

- Microcap Investing Cliff Notes

Cyclop SpaceTech

By Matej Pretković

Cyclop SpaceTech is a research-driven Substack exploring startups, companies, market trends, and innovations in the space industry. It delivers clear, data-backed insights for investors and operators tracking the future of commercial space.

Underlying Value

By Andrew Pogue

Finding undervalued companies around the globe.

Coughlin Cap

By Brian Coughlin

Independent research on businesses worth owning. I share my process, my positions, and my reasoning.

Planet MicroCap

Get the latest news and information from the most overlooked, underserved and unloved asset class, but where all the great investors build wealth: MicroCap stocks.

Great place to view videos of CEOs and investors in the microcap space. Founder, Robert Kraft, is first class.

- Microcap Investing Cliff Notes

MaxDividends

A proven system to build dividend income, live off dividends, and retire early - powered by our dividend intelligence app.

A useful substack for those that invest in stocks that pay dividends or are looking to get into such a strategy. Includes education and actionable ideas.

- Microcap Investing Cliff Notes