Substacks recommended by The Valuation Framework

Recommended by The Valuation Framework

Macro/markets/economic history

Where narrative collides with physical reality. Macro, geopolitical, and structural intelligence for smart money operating ahead of consensus.

Their work stands out for its depth and clarity. They connect macro, geopolitics, and real-world constraints in a way that helps investors think beyond headlines and better understand how capital, risk, and physical reality interact. Must read!

- The Valuation Framework

Moonfish Research

By Luca

Deep-dive investment research on the energy-transition supercycle: nuclear, enrichment infrastructure, and critical minerals.

Europe Capital

On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.

EuropeCapital provides valuable insights into the upcoming European financial markets through sharp, easy-to-digest posts. He explains how market dynamics work in an accessible and engaging way, making complex financial topics instantly more tangible and helping you make better investment decisions.

- The Valuation Framework

My Weekly Stock

Each week, I share 3 momentum picks I hold for 5 days — backed by my proprietary algorithm and more than 800% return since 2019.

The Growth Spec $

By DARZA

Mechanical Engineer 👷 | Value Investor 💡 Subscribe for unique insights on investing books, financial terms, investors and stock deep dives. Not financial advice.

The Daily Dollar

By Abhaya Anil

I follow the money so you don't have to: weekly breakdowns of insider buying, sector rotation, and what it means for your portfolio.

Burn The Index

Helping you invest with more conviction.

Scenarica

Scenarica traces the consequential developments of our moment, from mechanism to structural shift, closing each piece with a probability-weighted scenario set. We don't predict the future. We price it.

The fiercely independent investor

By Charlie Huggins

Fiercely independent views on investing, markets and business from a former fund manager.

SPHAERA Global Research

By Sphaera

Emerging markets intelligence: equity research, infrastructure analysis, and energy sector insights across Africa, Latin America, and Asia. For investors, developers, and policymakers navigating frontier markets.

The Market Dispatch

Monthly, data-driven insights on U.S. equities and macro trends — clear, concise, and actionable.

22nd Century Frontier™

By Petar Dimov

Building or Investing in the Future? This Newsletter Is Your Edge

A strong Substack for readers interested in tech innovation, entrepreneurship, and how businesses are built from the ground up. It complements our investing-focused work by covering the founder and execution side of the equation.

- The Valuation Framework

Payback Period

By PaybackDiver Visual

my.stock.research

I made my first US$1.5M in my 30s by working and investing. I write about high-conviction value investment theses, expose fraudulent Wall Street reports, and uncover the market trends that matters. Not Financial Advice.

Red Eye Returns

I invest in U.S. tech stocks and write about it while the tape is red, not after it turns green.

Patient Returns

I help NHS staff make calm, sensible financial decisions — especially around pensions, tax, and investing — without hype, jargon or constant monitoring