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.

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.

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.

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.

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.

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.

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.

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.

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.

Dirtcheapstocks Substack | Substack

by Dirtcheapstocks

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

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.

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.

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.

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.

Sure Dividend

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