Browse newsletters about financial analysis

The Transcript

by The Transcript

This weekly newsletter analyzes dozens of earnings call transcripts, spotlighting key management quotes on economic and industry trends.

Capital Flows and Asset Markets

by Russell Clark

Russell Clark provides independent research and opinions on capital flows and asset markets, with a personal approach designed to be accessible to smaller investors.

Financials Unshackled - by John Cronin at SeaPoint Insights

by John Cronin

John Cronin (FCA) offers independent banking insights, analyzing critical developments and themes in Banking & Specialty Finance across Ireland, the UK, and Europe.

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.

Mauldin Economics

by John Mauldin

John Mauldin provides individual investors with institutional-grade investment strategies and global economic insights from his acclaimed financial writing.

美股投資研究筆記 My Alpha Portfolio | 美股投資研究 My Alpha Portfolio | Substack

by 美股投資研究 My Alpha Portfolio

美股投資研究 My Alpha Portfolio provides insights on long-term, thematic US stock investments. With over a decade of experience, it helps readers seek alpha and upgrade their portfolios.

KRIPTO TEME 🔑 Obitelj na okupu | Jure Karamarko | Substack

by Jure Karamarko

Jure Karamarko delves into cryptocurrencies, sharing private investigations, insights into potential 'crypto diamonds,' and in-depth analysis for his community.

Potential Multibaggers | Kris | Substack

by Kris

Kris offers rigorous research and personal long-term stock picks for high-growth, disruptive businesses with multibagger potential, always investing with 'skin in the game'.

AI In Finance

by AI In Finance

AI In Finance explores the cutting-edge applications of artificial intelligence within the financial industry, analyzing trends, innovations, and market impacts.

Accredited Investor Insights | Substack

by Accredited Investor Insights

Accredited Investor Insights offers an independent LP's perspective on private equity, credit, and real estate. Founder Leyla Kunimoto shares over two decades of investing experience, helping readers confidently vet alternative investments with unbiased analysis and humor.

Base Hit Investing | John Huber | Substack

by John Huber

John Huber (Saber Capital) shares his investment journal, providing specific stock research, portfolio management insights, and value investing education.

Compound With AI | Substack

by Compound With AI

Compound With AI delivers weekly AI prompts and systems, enabling long-term investors to analyze companies 10x faster. Mostapha shares AI workflows to sharpen your investing edge.

Miner Weekly

by BlocksBridge Consulting

Stay informed with Miner Weekly by BlocksBridge Consulting, offering curated news on energy, compute, infrastructure, and data.

Compounding Dividends | Substack

by Compounding Dividends

Experienced investors TJ and Pieter share data-driven articles, portfolio insights, and investment cases on dividend growth stocks.

JunkBondInvestor | Substack

by junkbondinvestor

JunkBondInvestor provides buyside-level analysis of leveraged finance, distressed debt, and BDCs, with deep dives into high yield, leveraged loans, and private credit.

TSOH Investment Research (Alex Morris) | Substack

by TSOH Investment Research

Alex Morris, a CFA Charterholder and former buyside analyst, delivers transparent, long-term equity research with deep dives and real-time portfolio disclosure.

Insights

by Beat The Street

Beat The Street, led by two Chartered Accountants, provides forensic analysis of Indian listed companies, decoding financials to uncover red flags and hidden gems.

HFI Research | Substack

by HFI Research

HFI Research offers contrarian investment insights into oil and natural gas. It provides daily reports, trade alerts, and detailed market analysis for energy investors.

Dividend Talks | Substack

by Dividend Talks

Dividend Talks delivers valuation-driven analysis of dividend and growth stocks. It helps long-term investors identify great companies at the right price, avoiding market hype.

How They Make Money | App Economy Insights | Substack

by App Economy Insights

App Economy Insights by Bertrand Seguin provides visual, data-based insights on company earnings, investing, and technology. A former Bandai Namco executive shares concise analysis.

Prospero.Ai Investing Newsletter | George Kailas | Substack

by George Kailas

Prospero.Ai by George Kailas offers free AI-powered investing signals, built on joint NYU IP, to help retail investors level the playing field and consistently outperform the S&P 500.

大叔美股筆記 Uncle Stock Notes | Substack

by 大叔美股筆記 Uncle Stock Notes

Uncle Stock Notes provides personal analysis of companies, industry trends, and financial conditions, emphasizing investment disclaimers and scam prevention.

Michael 的美股研究 | Michael Chang | Substack

by Michael Chang

Michael 的美股研究 by Michael Chang provides expert US stock analysis, market forecasts, and deep company reports, from 20 years of Wall Street experience.

Ascen Cripto Newsletter | Substack

by Ascen Cripto Newsletter

Ascen Cripto disseminates information, analysis, and perspectives on the crypto asset market, covering blockchain, economics, and policy.

The Hermit | Alejandro Yela | Substack

by Alejandro Yela

Alejandro Yela's The Hermit shares direct research from an active hedge fund, finding mispriced small-cap companies (<$2B cap) via primary research.

Outperforming the Market | Simple Investing | Substack

by Simple Investing

Simple Investing, a $1 billion fund manager, shares expertise in fundamental, long-term investing to help readers consistently outperform the S&P 500.

Compounding Quality

by Compounding Quality

Former professional investor Pieter guides subscribers in identifying and analyzing the best quality companies. Offers data-driven articles and portfolio insights.

Small/Mid Caps with Paul Scott

by Small/Mid Caps with Paul Scott

Paul Scott and Dave Wilde explore small and mid-cap investments. Dave details his GARP-style approach, using forensic evaluation to find overlooked companies.

Metals and Miners | Substack

by Metals and Miners

Metals and Miners provides expert intelligence and investment strategies for metals and miners. Offers premium research, asset sentiment tracking, and detailed analyses.

Santiago Capital

by Santiago Capital

Brent Johnson of Santiago Capital offers unique macroeconomic insights, including his

Quality Value | Substack

by Quality Value

Quality Value provides institutional-grade investment research for discerning investors. Alejandro Guadalajara provides structured analysis on quality, valuation, and risk.

FOMO研究院電子報 | KP@FOMOSoc | Substack

by KP@FOMOSoc

KP offers deep-dive financial analysis and personal investment insights from a decade in finance, providing rigorous frameworks for market trends and fostering independent thought.

Análisis de Crypto & Macro con O García | Substack

by O García

O García provides investors with macroeconomic and technical analysis of traditional and crypto markets (Bitcoin, Altcoins), including portfolio management and a live chat.

Hedge Fund Intelligence | Linktree

"Hedge Fund Intelligence" provides expert analysis and market intelligence on the hedge fund industry, distilled by The Acid Capitalist.

Ticker Nerd

Ticker Nerd: A business newsletter. Its title suggests a detailed exploration of financial markets or business analysis.

Checkonchain Bitcoin Newsletter provides deep dives into Bitcoin, using on-chain data analysis to uncover market trends and insights.

Morningstar StockInvestor

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

Term Sheet decodes venture capital, startup funding, and the intricate world of business deals. Essential insights for investors & founders.

Zacks Investment Research offers in-depth stock analysis, proprietary ratings, and expert advice for building winning portfolios.

Crypto Navigator delivers expert analysis, market trends, and crucial updates, helping readers navigate the dynamic world of cryptocurrency.