Value Degen’s Substack

Security analysis and investment thesis.

I write about non-traditional investing and speculating. Looking to provide asymmetry means I am trying to turn $1 into $10 by finding situations moving from terrible to less bad.

Hunt for small quality stocks that can double multiple times

Finding undervalued investing ideas, and sharing them on Substack. Full portfolio and ALL trades available for paid subs.

I am a passionate investor eager to share my reports on companies that are undervalued compared to the market and their peers, and are undercovered by analysts.

Tasmanian, South America–based geologist and mining/resources investor. Passionate about internationalisation, tax optimisation, free thought, and travel.

Management consultant turned private investor. I discover cheap companies with unfair advantages.

Investments, Finance & Macro

Antarctic Circle Capital: Monthly deep dives into unique small-cap stocks, offering undervalued, deep value, and special situation picks. Get actionable insights, continuous updates, and early access to content.

Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.

Stop settling for average index returns. Invest smarter with the Pareto Principle!

Quick Value - a weekly review of value investments and special situations

My purpose is to find the truth by pursuing my passion: uncovering situational value stocks positioned for both short and long term price appreciation. Vision: becoming a trusted source of opportunities known for embracing quality and honesty.

Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.

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

Worksheets with questions based on current news articles and real-world examples of economic concepts appropriate for introductory Economics courses.

Independent Equity Research

Investor

Oil and Gas Investments - Potential 10x at $100 Oil and Other Themes | Check out our About page for pricing and FAQ

Offshore drilling, Deepwater E&P and fixed income markets

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!

Mostly value with a catalyst. Caveat Emptor.

Royalty & Streaming companies + financial stock exchanges. Investing in superior models providing outsized return on capital which can compound and arrive at the holy grail of investing = infinite ROI. Perpetual cashflows on capital long recouped.

Your source on how AI is changing investing. Not financial advice.

A proven system to build dividend income, live off dividends, and retire early - powered by our dividend intelligence app.

Until you make the unconscious conscious, it will direct your life and you will call it fate. I hope to post 1 TRULY exceptional idea per year (they are extremely rare to find).

Your map to excess returns in obscure markets. Interested in Brazil and beyond? Get your guide "How to invest in Brazil in 2026".

We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.

Long/short best ideas from Sophon Capital Research

My thoughts on global macro, micro, and everything in between

Equity research on undervalued global stocks and occasional essays on investing.

30 page reports and primary research on 'hidden gems' in the small cap value space.

1035 Capital's Substack

Uncovering asymmetric investment opportunities through deep research. 𝘊𝘰𝘮𝘮𝘰𝘥𝘪𝘵𝘪𝘦𝘴 | 𝘋𝘦𝘦𝘱 𝘛𝘦𝘤𝘩 | 𝘉𝘪𝘰𝘵𝘦𝘤𝘩

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

Master my alpha-driven portfolio approach to achieve market-beating returns of 50% annually. Perfect for traders focused on crypto, tech, gold, and currencies. Eliminate emotional trading, uncover high-value opportunities, and beat 95% of traders.

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Actionable value investment write-ups and insights

Wall Street analyst delivering actionable insights on industrial tech stocks in emerging industries, including robotics, drones, optical networking & digital manufacturing. Follow for insights that rival the best sell-side research. Not financial advice.

Small and micro-cap investing research

The intersection of the stock market, economics, statistics, and memes.