Notable High-Quality Newsletters:
I asked Investors a few weeks ago to tell me their best-underfollowed newsletters amongst low-key Accounts.
Here are the Top 17 noteworthy ones I found in my research:
I asked Investors a few weeks ago to tell me their best-underfollowed newsletters amongst low-key Accounts.
Here are the Top 17 noteworthy ones I found in my research:
1/
@MT_Capital1
He writes an extensive and comprehensive analysis on emerging high-tech companies. Some of his best works include $SQ, $AFRM, $UPWK, $DLO and more!
Link: mtcapital.substack.com/subscribe
@MT_Capital1
He writes an extensive and comprehensive analysis on emerging high-tech companies. Some of his best works include $SQ, $AFRM, $UPWK, $DLO and more!
Link: mtcapital.substack.com/subscribe
2/ @xponentialdave
Writes on Portfolio Mgmt and thoroughly analyzes *Quality* Tech companies.
He is currently UP 77% YTD! and has a cumulative Performance since Jan 2020 of 474%!
I won't say much beyond you want to follow him and read his articles:
exponentialdave.com/2021/10/29/oct…
Writes on Portfolio Mgmt and thoroughly analyzes *Quality* Tech companies.
He is currently UP 77% YTD! and has a cumulative Performance since Jan 2020 of 474%!
I won't say much beyond you want to follow him and read his articles:
exponentialdave.com/2021/10/29/oct…
3/
@nanduanilal
Nandu is a chill VC Investor who examines technology and start-ups particularly within AI/ML. He understands product strategy than many.
He is highly *underfollowed based on his depth of knowledge as a VC.
Link:
nandu.substack.com
@nanduanilal
Nandu is a chill VC Investor who examines technology and start-ups particularly within AI/ML. He understands product strategy than many.
He is highly *underfollowed based on his depth of knowledge as a VC.
Link:
nandu.substack.com
4/ @jiggycapital
An incredibly smart young man who is a data and numbers guy.
Every quarter, he breaks down the most interesting metrics and analysis for high tech companies across different sectors .
Very *valuable* information:
jiggy.substack.com
An incredibly smart young man who is a data and numbers guy.
Every quarter, he breaks down the most interesting metrics and analysis for high tech companies across different sectors .
Very *valuable* information:
jiggy.substack.com
5/ @HonestInvesting
Nick is a great writer and researcher. He provides a great in-depth analysis of companies and also mixes it up 5-minutes financial quick reads on a company. Some of my favourites are $FVRR, $ROKU.
Great stuff:
honestinvesting.substack.com
Nick is a great writer and researcher. He provides a great in-depth analysis of companies and also mixes it up 5-minutes financial quick reads on a company. Some of my favourites are $FVRR, $ROKU.
Great stuff:
honestinvesting.substack.com
6/ @max_damore
Max occasionally provides good short pieces and write-ups on a variety of quality tech companies.
Some of my favs are on Redfin and Sentinel-One.
Check it out:
fundamentalsfirst.xyz
Max occasionally provides good short pieces and write-ups on a variety of quality tech companies.
Some of my favs are on Redfin and Sentinel-One.
Check it out:
fundamentalsfirst.xyz
7/ @golfsohard
He writes weekly on high-quality fast growing companies and actionable ideas and a brief thesis behind each company:
weeklystockbullfinder.substack.com
He writes weekly on high-quality fast growing companies and actionable ideas and a brief thesis behind each company:
weeklystockbullfinder.substack.com
8/ @wolfofharcourt
This is a really good newsletter and Wolf writes with great consistency covering a variety of good companies, his monthly portfolio journey and a wide spectrum of investment topics. This is a good one and I've enjoyed it. eg $SQ
Link:
wolfofharcourtstreet.com
This is a really good newsletter and Wolf writes with great consistency covering a variety of good companies, his monthly portfolio journey and a wide spectrum of investment topics. This is a good one and I've enjoyed it. eg $SQ
Link:
wolfofharcourtstreet.com
9/ @crosswindcap:
Nick is probably one of the best Investment writers I know with a very unique style. He is an investing artist.
He writes on different important investing topics that are important for every investor.
crosswindcapital.substack.com/welcome
Nick is probably one of the best Investment writers I know with a very unique style. He is an investing artist.
He writes on different important investing topics that are important for every investor.
crosswindcapital.substack.com/welcome
10/ @ayeshatariq
She writes on a variety of topics across investing and finance. She writes occasionally on deep deives into pertinent topics such as Macro-economics, Company update, Market Recap, and provides analysis on key earnings:
ayeshatariq.substack.com
She writes on a variety of topics across investing and finance. She writes occasionally on deep deives into pertinent topics such as Macro-economics, Company update, Market Recap, and provides analysis on key earnings:
ayeshatariq.substack.com
11/ @PodContrarian
This is a very interesting and unique Substack that seeks to write on contrarian companies and stocks:
Contrarian mindset contrarianpod.substack.com
This is a very interesting and unique Substack that seeks to write on contrarian companies and stocks:
Contrarian mindset contrarianpod.substack.com
12/ @Couch_Investor
Couch provides a thorough earnings analysis and weekly summaries into different companies in his newsletter. (Also has a great YouTube page with over 18k follows!)
couchinvestor.substack.com
Couch provides a thorough earnings analysis and weekly summaries into different companies in his newsletter. (Also has a great YouTube page with over 18k follows!)
couchinvestor.substack.com
13/
@investwithbtm and @SimonSaysStocks are underfollowed.
Significant knowledge and core expertise in Fintech Company analysis than many people. They are pros for understanding $MQ & $AFRM. Very early investors.
A big community on Seeking Alpha:
seekingalpha.com/author/louis-s…
@investwithbtm and @SimonSaysStocks are underfollowed.
Significant knowledge and core expertise in Fintech Company analysis than many people. They are pros for understanding $MQ & $AFRM. Very early investors.
A big community on Seeking Alpha:
seekingalpha.com/author/louis-s…
14/ @Innovestor_
Innovestor has a great newsletter with a wide variety of great content. I enjoy his company deep dives and industry write-ups. Some recent good examples are $GDRX, $MELI
innovestor.substack.com
Innovestor has a great newsletter with a wide variety of great content. I enjoy his company deep dives and industry write-ups. Some recent good examples are $GDRX, $MELI
innovestor.substack.com
15/ @MazwoodCap
Maz provides a relaxing newsletter that covers a variety of deep-dives, different companies analyses, and weekly recap on earnings. A good one.
mazwoodcap.substack.com
Maz provides a relaxing newsletter that covers a variety of deep-dives, different companies analyses, and weekly recap on earnings. A good one.
mazwoodcap.substack.com
16/ @TheGINewsletter
The Global Investor is the only newsletter oriented towards deep dives and in-depth articles from companies all over the world. They cover LATAM, Chinese and European companies. Very unique.
theglobalinvestor.substack.com
The Global Investor is the only newsletter oriented towards deep dives and in-depth articles from companies all over the world. They cover LATAM, Chinese and European companies. Very unique.
theglobalinvestor.substack.com
17/ Finally, @aneesh_tek and @jimmynzhou are low-key accounts.
This duo provides some of the best SaaS and Tech Company analysis on @publiccomps. They go very deep.Anyone who knows Public Comps, knows I could pay for this one.
publiccomps.ck.page/68b465d0c9
This duo provides some of the best SaaS and Tech Company analysis on @publiccomps. They go very deep.Anyone who knows Public Comps, knows I could pay for this one.
publiccomps.ck.page/68b465d0c9
18/ That's all. Review the list & Curate.
For this #FF, I thought it was necessary to amplify and highlight some great writers that are underfollowed (</+6K followers) and don't get the praise. Also, I want to commend them for their work. Writing is hard.
Have a great weekend!
For this #FF, I thought it was necessary to amplify and highlight some great writers that are underfollowed (</+6K followers) and don't get the praise. Also, I want to commend them for their work. Writing is hard.
Have a great weekend!
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