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

✅ Your daily 2-minute breakdown of how great companies work. Build a mental database of business models, spot true competitive advantages faster, and finally compare opportunities with clarity. Let your knowledge compound every day.

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!

Rijnberk InvestInsights

By Daan

Discover market-leading companies and top investment ideas through concise, high-conviction analysis – The stocks every investor should want to own!

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 companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street

Macro Mornings 💡

By Alessandro (Macro Strategist)

Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market 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

ROE The Boat

Research on profitable growing small/micro caps >

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.

Small Caps Life

By Mark Simpson

Unique Investment Ideas

TSOH Investment Research (Alex Morris)

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