Substacks recommended by FRAGMENTS

Recommended by FRAGMENTS

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Cassandra Unchained

By Michael Burry

Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.

The VC Corner

By Ruben Dominguez

The VC Corner is where founders stay ahead: sharp news, fundraising strategies, battle-tested playbooks, and the tools to grow.

The Hermit

By Alejandro Yela

Institutional-grade research on overlooked small caps. Primary data, mosaic theory, and live portfolio tracking.

Alejandro provides operator clarity with his commentary — no noise, filters or jargon, just grounded experience from someone wearing operators shoes and managing capital. If signal matters more to you than spectacle, then it’s worth adding him to yours

- FRAGMENTS

Value Degen’s Substack

By Unemployed Value Degen

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Becoming Berkshire

By The Weekend Investor

I’ve chosen to dedicate this publication to one mission: to study how Warren Buffett and Charlie Munger built Berkshire Hathaway and humbly attempt to recreate that process in my own way. Managing over $2 million today, I see this as the very beginning.

Stock Gems

30+ Years As a Portfolio Manager. I Screen 8,000 Stocks To Find The True Stock Gems Capable of assymmetrical hains. 💎 Featured in FT, CNBC, & seeking Alpha Subscribe Today🎁

The Stonkstack

By Stonks Value

Your go-to source for deep value investing done right. If you like your stocks cheap, you’ll fit right in.

The Onveston Letter

How to make money in the stockmarket, at reduced risk.

Cundill Deep Value

Recommended by FRAGMENTS