Substacks recommended by TSCS

Recommended by TSCS

Odd lot tracker🔎 I buy and hold capital-light or high-quality business models as long as they remain exceptional. Each month I share insights from my real investment accounts. Follow me to stay ahead & support my work! :)

HFI Research

Contrarian Investment Research - Energy (Oil & Natural Gas)

This Is Not Investment Advice

By Les Barclays

Featured on FT Alphaville. Not investment advice. Just economic realism with a sharp edge and occasional sarcasm. Gen Z, all opinions are my own.

The Intellectual Edge

Uncovering timeless investing insights and sharing the best with you, every week.

Authentic and unique mental framework for investing necessary for the value investor.

- TSCS

Nordic Edge

Actionable insights and alpha-generating opportunities in the Nordics.

Microcap Investing Cliff Notes

By Maj

We share research on the best microcaps and manage our Tier One Quality Index.

Extremely helpful idea generation.

- TSCS

Unloved and Underfollowed

By 1035 Capital Management

1035 Capital's Substack

The Credit Strategist

A newsletter covering markets, finance, politics and culture since 2001.

The Financial Pen

I capture flashes of market insight before they fade and share them here. Expect weekly U.S./Asia stock ideas (with my positioning), idea follow-ups, and occasional thought experiments or hidden gems from investing legends.

Crack The Market

By Ozeco

Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.

Grey Rabbit Finance's Substack

Grey Rabbit Finance provides in-depth analysis of financial markets, combining Fundamental macroeconomic perspectives with Ichimoku technical analysis insights.

Kroker Equity Research

By Bernhard

Kroker Equity Research is dedicated to independent, fundamentals-driven stock analysis based on the principles of long-term value investing.

Very good insights in today's small cap world! Subscribe and see for yourself, impressive.

- TSCS

Sleep Well Investments

By Trung Nguyen @SWI

Sleep Well Portfolio of anti-fragile and time-tested businesses

Deep Value Returns

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.

Looks for turn-around scenarios.

- TSCS

The Merchant's News

By Giacomo Prandelli

Commodity Analyst and Geopolitical Strategist. I connect market movements with global events. Founder of The Merchant News, a source of insight for over 45,000 industry professionals.