Browse newsletters about value investing

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.

Lewis Enterprises

by Hunter

Lewis Enterprises is an investment journal exploring asset-heavy companies, REITs, and real asset opportunities, drawing inspiration from a Pretty Woman subplot.

Public Markets | Liam | Substack

by Liam

Public Markets offers serious investors deep, actionable analysis of undervalued monopolistic businesses and overlooked market leaders, uncovering hidden opportunities.

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.

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.

Dirtcheapstocks Substack | Substack

by Dirtcheapstocks

Dirtcheapstocks hunts for deeply undervalued, thinly-traded companies ignored by mainstream analysts, channeling Warren Buffett's early strategies.

School of Investing | Substack

by School of Investing

Dave Ahern helps beginner and intermediate investors learn Warren Buffett-style fundamental analysis, providing clear, practical concepts and analytical frameworks without hype.

100 Bagger Hunting | Kevin | Substack

by Kevin

Kevin, a former nuclear engineer, shares his disciplined system for hunting 100-bagger small, quality companies for over 11,000 investors.

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.

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.

Cassandra Unchained | Michael Burry | Substack

by Michael Burry

Michael Burry, famed investor from "The Big Short," offers insights on stocks, market trends, special situations, and manias, informed by 25 years of experience.

DeepValue Capital | Substack

by DeepValue Capital

DeepValue Capital delivers rigorous turnaround research, identifying overlooked companies for market-beating returns. Written by a 24-year-old value investing enthusiast.

Trader Ferg

by Ferg

Trader Ferg dissects 'hated' market sectors to find asymmetric upside, sharing his unique framework, hedge fund mentor's heuristics, interviews, and market analysis.

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.

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.

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.

The Value Road | Substack

by The Value Road

The Value Road uncovers extreme value in nano-cap and micro-cap stocks. It uses a contrarian, deep-value strategy to find asset-heavy, deeply discounted gems.

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.

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.

Yet Another Value Blog | Andrew Walker | Substack

by Andrew Walker

Portfolio manager Andrew Walker shares value investing insights, individual stock ideas, and financial musings, expanding on his Yet Another Value Podcast.

Sure Dividend

Sure Dividend helps investors build dividend growth portfolios for rising passive income by identifying strong, fairly priced dividend stocks.