Substacks recommended by Frederik Gieschen

Recommended by Frederik Gieschen

Iceman Capital

Deep Dives + Models

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

The Leading Edge

By Tom Morgan

Insights from Tom Morgan

Behavioral Value Investor

By Gary Mishuris

Insights at the intersection of Value Investing and Behavioral Finance

Speedwell Memos

By Speedwell Research

Comprehensive research on great public companies.

John Hempton's Newsletter

quirky things in finance

Sunday Morning Markets

By Alpha Vantage

Stay up to date with the financial markets in just five minutes every week. Covering stocks, crypto, and the economy.

Base Hit Investing

By John Huber

A Saber Capital investment journal

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

manners & mystery

By Elaine Wang

let's (over)analyze the strangeness of human relationships

Nat Eliason's Newsletter

Exploring how to live and how to write. Essays, author updates, and other pieces to share what I'm learning, reading, and excited about.

Consciousness ∞ The Doorway to Human Evolution

By Scott Britton

I write and podcast about the intersection of self-awareness and human potential. Previously exited startup founder.

Citrini Research

Citrini Research provides insight on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Kingswell

Get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and many other legendary investors.

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.

Kainos

By Alexander Beiner

Kainos tells stories that help people make sense of the world and imagine new futures.

Behind the Balance Sheet

By Stephen Clapham

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

moontower: a stoner dad explains options trading to his kids

By Kris Abdelmessih

Applying financial theory to life in real-time «math, education, parenting, games, business, and occasionally hair bands🎸»

Capital Employed

Fund manager interviews and stock pitches

The Overshoot

By Matt Klein

Making sense of the global economy and financial markets

Market Sentiment

Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.

Infinite Loops

By Jim O'Shaughnessy

Arming you with the tools & fresh perspectives required to upgrade your HumanOS and thrive in our messy, probabilistic world.

Cloud Valley

By Kevin Gee

The world's first cloud museum.

Deep dive profiles of investors and entrepreneurs.

- Frederik Gieschen

Doomberg

We publish 6-8 articles each month on the topics of energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

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".

The Honest Broker

By Ted Gioia

A trustworthy guide to music, books, arts, media & culture by Ted Gioia

Open Insights

A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.

A Letter from Paul

By Paul Podolsky

Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.

bizalmanac

By Andy

Growing, competitively advantaged businesses, run by uniquely capable leadership

The Rational Walk

The Rational Walk publishes articles about a wide range of topics including business, politics, investing, personal finance, history, philosophy, and books.

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.

Liberty’s Highlights

Exploration as a Service: Investing & business, science & technology, and the arts.

A remarkable curator of interesting ideas.

- Frederik Gieschen

A Letter a Day

By Kevin Gee

Letters from Investors, Founders, and Operators.

Chiwi Journal

By Camellia Yang

Accelerate ideas exchange beyond language and culture barriers. Digital Nomad | Eastern Philosophy | Sci-fi Stories

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

Net Interest

By Marc Rubinstein

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

The Transcript

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

Synthesis of earnings calls and business and market commentary.

- Frederik Gieschen

The Bear Cave

By Edwin Dorsey

Exposing Corporate Misconduct

Exposing bad companies and tracking the world of short selling.

- Frederik Gieschen

Nongaap Investing

By Mike

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

The Split

By Turner Novak

Weekly podcast episodes with transcripts, plus the occasional longer post

The Generalist

By Mario Gabriele

The people, companies, and technologies shaping the future.

Deep dives into technology companies and venture capital.

- Frederik Gieschen

Frederik's Age of Alchemy

Recommended by Frederik Gieschen