Substacks recommended by Capital Employed

Recommended by Capital Employed

Tactile Fund LP makes long-term investments in companies with extraordinary physical assets. The Tactile Substack tracks the fund's progress and profiles its investment philosophy and holdings.

Business Model Mastery

By The Antifragile Investor

Business Model Mastery is a daily, easily digestible guide to mastering how businesses work. Build a mental database of companies, compare opportunities, and quickly assess business models with confidence—gaining an edge over other market participants.

Hidden Gems Investing

By Chris Waller

30 page reports and primary research on 'hidden gems' in the small cap value space.

We always look forward to reading about the latest gems Chris has discovered. The depth of analysis for each company is extraordinary.

- Capital Employed

Market Moves by GBC

By Golden Bear Capital

🔍 Where swing trading meets deep research: we crunch the numbers, analyze the stocks, and help you hit investment home runs!

Micro Cap and OTC Stock Letter by Glacier Research, LLC

By Glacier Research

Coverage of inefficient equity markets with an emphasis on special situations investments within micro-cap and over-the-counter areas.

Rijnberk InvestInsights

By Daan Rijnberk

A publication for investors and those looking for easy-to-read and in-depth stock analysis! We provide your weekly dose of investment ideas, analyses, and updates on some of the most exciting and best opportunities in the financial markets.

Bargain Stocks Radar 📡

Uncovering obscure underfollowed companies >

Jam_invest

Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields

Valuing Dutchman

By Sam Hollanders

Valuing Dutchman helps you see value where others don't Turn market irrationality into opportunity with proven value investing strategies that filter out the noise.

Brazil Stocks

By Brazil Investor

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

The Dollar Endgame

By Peruvian Bull

Our current monetary system is dying.

Herb Greenberg | On the Street

How to avoid the biggest mistake investors make! Always flying red flags – and a few green ones, too!

Investment theses in Small Caps & Macroeconomic analysis

By MORAM Capital

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox

Invest in Quality

By Invest In Assets 📈

Helping you build wealth with insight on quality stocks.

Behavioral Value Investor

By Gary Mishuris

Insights at the intersection of Value Investing and Behavioral Finance

The Hermit

By Alejandro Yela

Insights into overlooked listed companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street

Macro Mornings 💡

By Alessandro (Macro Strategist)

Investment strategies and Macroeconomic Trends Analysis. Weekly updates in a clear and concise summary of the most important news.

Clark Square Capital's Ultimate Value

Fundamental research focused on overlooked companies and special situations.

DIY Investing Newsletter

By Trey Henninger

MicroCap Stocks / Investing - Focus on Illiquid, High-Quality, Good Management

A great resource to learn about personal finance and investing.

- Capital Employed

Treasure Hunting

By Sebastian

Researching overlooked and undervalued Microcaps

Edelweiss Capital Research

By Javier Pérez

Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.

The Long View

By Johan Lunau

Small- and micro-cap investment ideas, primarily European.

French Hidden Champions

By Jeremy

Your newsletter which covers the French small, mid and large caps by a British private investor living in France.

Exploring with Alluvial Capital

By Dave Waters

In search of value in the market's forgotten corners.

Margin of Safety Investing

By Simon Handrahan

A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.

Small Caps Life

By Mark Simpson

Unique Investment Ideas

TSOH Investment Research

By Alex Morris (TSOH Investment Research)

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Alex is a fantastic business analyst, well worth subscribing to.

- Capital Employed

Attitude Small Caps FI

By Rodrigo Villanueva

Analysis of Small Caps

Mostly Microcaps

By Zippy Capital

Stock ideas and deep dive write-ups on mostly microcap stocks

Excellent write-ups on microcap stocks.

- Capital Employed

The Wolf of Harcourt Street

Understanding the world of investing, one number at a time

Overlooked Alpha

Overlooked Alpha uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.

Excellent deep dives into various companies.

- Capital Employed

Asian Century Stocks

By Michael Fritzell

Welcome! This is a newsletter focusing on Asian value stocks. Enter your email address to receive free previews of new posts and teaser emails. Click on the "About" page to understand what you get as a premium subscriber. Terms & conditions apply.

Frederik's Labyrinth

By Frederik Gieschen

Diary of a wandering mind. Walking the maze, one page at a time. Sharing sparks, dreams, and reflections.