Browse newsletters about equity research
10 equity research newsletters from across the web
Behind the Balance Sheet
by Stephen Clapham
Steve Clapham, a former hedge fund partner, provides expert investment research, forensic accounting, and stock analysis, focusing on numbers and institutional insights.
scuttleblurb
by scuttleblurb
David Kim, Managing Partner at Forage Capital, offers deep-dive company analysis through an investing lens for scuttleblurb, focusing on insights, not stock tips.
Postcards from an ex-Bank Analyst
by Robin Down
Ex-bank analyst Robin Down provides ad-hoc insights on UK banks, leveraging 30 years of experience. Expect primers, models, and charts for generalists and newcomers.
5 Points
by Sam Haskell
5 Points analyzes the U.S. banking sector, offering critical insights on credit trends, mispricings, and management to empower investment decisions.
Tiny Titans | Compounding Quality | Substack
by Compounding Quality
Ex-investor Pieter identifies tiny, high-quality micro-cap stocks (<$3B market cap) with large-cap potential, exclusively for Compounding Quality partners.
Capitalist Letters | Oguz Erkan | Substack
by Oguz Erkan
Oguz Erkan's Capitalist-Letters makes readers better investors by teaching the craft of investing and understanding the interconnected capitalist system, beyond stock deep dives.
M. V. Cunha's Substack | Substack
by M. V. Cunha
M. V. Cunha provides daily updates on personal stock holdings and investment research, offering a direct look into their market analysis.
Rebound Capital | Market Sentiment | Substack
by Market Sentiment
Rebound Capital analyzes S&P 500 companies after significant drawdowns, performing deep fundamental research to identify those with strong rebound potential.
The Multibagger Playbook | Substack
by The Multibagger Playbook
Strategies for identifying 'multibagger' stocks and aiming to beat the market. From The Multibagger Playbook.
Morningstar StockInvestor
Morningstar StockInvestor offers in-depth analysis, expert stock picks, and long-term investment strategies from Morningstar's team.