Browse newsletters about equity research

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.

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.

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.

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.

Morningstar StockInvestor

Morningstar StockInvestor offers in-depth analysis, expert stock picks, and long-term investment strategies from Morningstar's team.