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Recommended by Gary Mishuris
Capitalist Letters
By Capitalist-Letters
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Equity research on undervalued global stocks and occasional essays on investing.
The Daily Compounder
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Investment Analyst. I study small cap stocks in left for dead industries with a deep value focus.
Bogumil Baranowski's Substack
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My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.
Compounding Quality
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Ex-professional investor helping other investors | All my own money is invested in the Portfolio
Capital Employed
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Fund manager interviews and stock pitches
ROE The Boat
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Research on profitable growing small/micro caps >
Sung Capital
By Oliver Sung
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Hunter of ridiculously cheap off-the-map stocks.
Compound With AI
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Get weekly AI-powered investing workflows and prompts to understand any business 10× faster.
Behind the Balance Sheet
By Stephen Clapham
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Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
Hidden Gems Investing
By Chris Waller
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30 page reports and primary research on 'hidden gems' in the small cap value space.
The Intellectual Investor
By Vitaliy Katsenelson
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Value Investing, Life/Philosophy and Classical Music Explained
Frederik Journals
By Frederik Gieschen
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Diary of a wandering soul. 🌀
The Special Situation Report
By Asif Suria
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A weekly report on special situations in US public equities.
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