Maverick Equity Research

Recommended by Maverick Equity Research

TMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!

The Pragmatic Optimist

By Amrita Roy

I connect the dots in macroeconomics, technology & culture to form the "big picture" so you can build perspectives on current matters with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow

Delta Matters!

By George C.

A corporate lawyer's equities and options newsletter zeroing in on fundamental & technical trading strategies. All things considered, it is always about the underlying business first, bar none.

Olaf’s Notes

By Olaf's Notes

Writer of Olaf's Notes. Global Equity Market observations and hopefully interesting insights for anyone interested. No investment advice.

Brazil Bonds

By Brazil Investor

25 years of Brazil Bonds Investing. Not investment advice

Laorca Capital

By Arny Trezzi

Asymmetric value in dominant companies.

Seasonality.AI’s Substack

By Seasonality.AI Newsletter

Maximize your investments and trades with Seasonality.ai. Gain valuable insights into recurring patterns and seasonal trends in the economy and business world. With Seasonality.ai as your guide, you'll stay ahead of the game.

Mythic’s Substack

By Mythic Market Research

Welcome! Join our team as we share our journey navigating through uncertainty, hunting for quantifiable edges, and working to extract market beating returns.

Kris’s Substack

By Kris Patel

My personal Substack

ToffCap

Fund managers. We look at LOTS of companies and industries, and like to write about them; some are good, others bad. We share research and (many) event-driven ideas.

Finding Compounder's Substack

By Finding Compounders

Welcome to Finding Compounders, a substack dedicated to the art of investing in quality companies. Join us as we explore businesses with strong competitive advantages, sustainable growth potential, exceptional management teams, and sound financials.

kairoscap | macro investing

By Albert Millan

Macro approach and contrarian mentality to beat the market | Value investing made easy

Investment theses in Small Caps & Macroeconomic analysis

By Moram

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

RhinoInsight

Sharing Investment Ideas by leveraging Data & Analytics

Celeritas Capital

A newsletter focusing on global financial markets. Credit derivatives enjoyer.

Capital Flows

Capital Flows is a publication on macroeconomics and financial markets

By Matthew Iesulauro

Welcome to Matt's Market Monitor. Rich yet distilled content on the Markets and Macroeconomy with visual emphasis. Originality. Brevity. Humor. Curated by hand. Every week.

Invest in Quality

By Invest In Assets 📈

Helping you build wealth with insight on quality stocks. Long-term investor. Building a $1 million stock portfolio 🧠 Subscribe for quality business analysis and writings on investing and economic psychology.

AlphaPicks on Wall Street

Consider us your personal investment analyst, but much less expensive. Sharing ideas and insights throughout the week.

Threading on the Edge

By arndxt

Unchained from the 9to5 hell; Dig into the depths for alpha

The Bubble Blog

By Nick Vardy-The Global Guru

Episodes from the history of financial manias

Best Anchor Stocks

By Leandro

All-Things Quality Investing

Paper Alfa - Macro & More

Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.

Seeking Balance

By Julian Toedter

Musings of a generalist at the intersection of business, finance & tech. Read it as a blog or newsletter - plus it's free :)

A different perspective on topics that intersect the worlds of business, tech, and finance. Make sure to check it out!

- Maverick Equity Research

Prospero.Ai Investing Newsletter

By George Kailas

Empowering investors with free hedge fund-level stock/market research. This letter trains investors in a process that improves win rates. 2023 letter picks are beating the S&P500 at a 70% rate, an annualized beat of 93% as of 9/10 (2022 trades 200%+)

Valuation Matters

Value investing

Porchester Papers

Global Investment Insights from an Investment and Portfolio Management Expert. Brought to you by Porchester Capital.

Sofokleous Street

Greek stocks, funds, investment trends.

Aktiengram’s Insights

By Lisa Osada

Dieser Newsletter informiert dich monatlich über alle News und Updates rund um Aktiengram.

John's musings

By John Comiskey

Whatever needs long form explaining

Blind Squirrel Macro

By The Blind Squirrel

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Modern Value Investing

By Value Investigator

Great companies with long growth runways trading at reasonable prices

Ashenden Finance

Ashenden Finance is an independent financial boutique headquartered in Switzerland. Our analysts will provide Financial News, Top Picks and Insights regarding the market.

Macronomics Newsletter

By Martin Tixier

Macro and Markets musings

Macro with Meher

By Meher Anand

I write about macroeconomics, financial markets, and corporate strategy. Having lived in four countries and moved a few jobs, I occasionally write about personal development as well :) My LinkedIn: https://www.linkedin.com/in/meher-anand-077207113/

Heavy Moat Investments

By Niklas

Monthly updates about my personal journey into Investing and short irregular thoughts.

The Variant Perception Blog

By VP Research

Re-imagining the investment workflow, leveraging man plus machine for the modern investor

Palantir Bullets

By Arny Trezzi

Spotting market asymmetries through the lenses of a former Equity Analyst.

Independent, diligent equity analyst & investor with a focus on Tech! Palantir $PLTR obsessed & expert !

- Maverick Equity Research

The Partners Fund

Bringing the financial advisor to the masses. We want to level up those interested in investing. Transparency & Education from within our portfolio are our top two priorities for every reader & client.

Citrini’s Newsletter

Market News & Commentary

fx:macro

By FXMacroGuy

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

For comprehensive data driven research on FX & Macro, I highly recommend the 'fx:macro' publication! Suitable for traders, investors and in general for everyone else interested in currencies & global macro

- Maverick Equity Research

Chesnut Street

By Luis Torras

Notas sobre libros y finanzas

Market Commentary by Avery🌸📈📊

By Avery

Brutally honest market commentary.

From Economics to Finance, From Macro to Micro, from Stocks to Bonds, from ... Taxes to History ... I highly recommend Avery's coverage! Plain and simple, top 1% content, charts & analysis!

- Maverick Equity Research

Wade's Market Insights

By Wade Sickler

Stock market insights from a former Hedge Fund Manager with 33 years of market experience

Mexican Investor

Tesis de inversión sobre empresas de calidad a un precio razonable y situaciones especiales. Artículos y herramientas sobre inversión en bolsa.

Credit from Macro to Micro

By Credit From Macro to Micro

Global Macro, Commodities, Fixed Income (HY)

Great publication with a comprehensive coverage & focus on Credit ... from Macro to Micro. I highly recommend! Bio: Prop. Trader - Global Macro, Fixed Income (HY / Subordinated) - CFA Charterholder

- Maverick Equity Research

01Core

By Ben Buchanan

Surfing decade long mega-trends and chronicling the journey. Trying to get rich and live forever.

AI: Reset to Zero

By Michael Parekh

AI is coming. Ready or not. This explores the glass half full. By a seasoned Tech Explorer.

SurgiFi’s Newsletter

Life. Success. Finance. For those not born with a silver Spoon.

Complex problem solver, from homeless as a child to Robotic Surgeon. Coverage on all things personal finance, investing, & technology. A must read I highly recommend!

- Maverick Equity Research

StockOpine’s Newsletter

In-depth analysis of stocks that fit our portfolio and have potential for sustainable returns.

Fallacy Alarm

High conviction concentrated growth investing. Blends single stock, macro and thematic research into powerful long and short ideas.

Kingswell

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

Edelweiss Capital Research

Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.

I highly recommend the Edelweiss Capital Research publication: behind rebel capital allocators, incentives, high ROIC, M&A compounders and business moats ... with the overall mission to become better investors. Enjoy their very interesting and diligent coverage!

- Maverick Equity Research

The Worked Shoot

By Kayfabe Capital

Analyzing the madness of crowds with help from Ric Flair and Benoit Mandelbrot

DeCotiis Analytics

By Will DeCotiis

Economic Developments

Capital Employed

By Jon Kingston

Written interviews with fund managers talking about their favorite stocks.

Punch Card Investor

Deep dives on companies in tech, media, gaming and consumer sectors

Convequity

Technologists. Investors. Analysts. Uncover alpha with deep understanding of Product, Architecture, & Vision. Follow us on Twitter: @Convequity and seekingalpha.com/author/convequity

Cubic Analytics

By Caleb Franzen

Analyzing key data on the economy, the stock market, and Bitcoin.

Tuttle Ventures Newsletter

By Darin Tuttle

We invest so you can do the rest. Actionable market insights with unique ideas and interesting research to make you a better investor.

InvestOrama

By George

This newsletter explores asset classes, trends and technologies while exposing the hype that can affect our investment decision. "An investment in knowledge pays the best interest."

Hedge Vision

Institutional insights, investing, and all things finance

Looking for Hedge Fund Insights? Hedge Vision publication has you covered via institutional insights scarcely covered. Complementary, you will find as well learnings from fund managers with a successful track record! Enjoy!

- Maverick Equity Research

Couch Investor’s Newsletter

Sharing my investing journey with you.

The Next Economy by Florian Kronawitter

The Next Economy provides content on economics, politics and technology from an investor’s point of view. Precise, relevant, and unbiased. The Next Economy is free

TSOH Investment Research Service

By Alex Morris (TSOH Investment Research)

TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder with 15+ years of investment experience. Paid subscribers receive weekly equity research and 100% portfolio transparency (prior disclosure of all trades).

LATAM STOCKS

By LATAM Stocks by Patrick Flood

Investment analysis of publicly traded companies in Latin America. Join our community of investors interested in Latin America.

"From $100K to $1M" & More.

By YZ

Sharing my investing journey of trying to turn $100,000 into $1,000,000 via public and private equities.

Vicki Bryan's Bond Angle

A different way of looking at bond markets & market movers—especially troubled companies.

For a great and different way of looking at bond markets & market movers - especially marginal and troubled companies. Enjoy her research!

- Maverick Equity Research

MacroMarketsDaily

Every day we send you the most important macro and market charts from the past 24 hours.

Outliers

Outstanding business leaders

JunkBondInvestor

By junkbondinvestor

Fundamental research analysis on levered credit (high yield/distressed/special situations) and #shitco equities

Weekly Stock Bull Finder

Weekly Posts of High Quality Stock Setups

Uncommon Profits

By Luke Wolgram

A micro and small cap investment research newsletter for retail and professional investors interested in competitively advantaged, undervalued, publicly traded stocks.