Substacks recommended by Whiteout Capital

Recommended by Whiteout Capital

Capital Light delivers in-depth investment insights and ideas on stocks that operate with asset-light and capital-efficient business models, along with occasional value-oriented and short ideas. These may range from illiquid microcaps to liquid midcaps.

Luke is a sharp guy and I often find myself interested in the same companies as him. His newsletter offers unique ideas as well as followup research on past writeups.

- Whiteout Capital

Domum Capital

By JB

Investor focused on overlooked small companies. Research that saves time, deepens understanding, and uncovers potential winners. Not investment advice. Personal opinions only. I may hold positions I discuss.

JB is a friend of mine and knows software very well.

- Whiteout Capital

The Hermit

By Alejandro Yela

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

Alejandro is a skilled investor with a public track record. We also happen to like many of the same stocks.

- Whiteout Capital

Special Situations Global Equities

By SSGE strategy by @JoeValue

High-conviction global equity analysis. Combining deep fundamental research with specific event-driven catalysts to identify asymmetric risk-reward opportunities. Quality of ideas over quantity. Expect infrequent posts!

Joe finds interesting situations. We met after writing up the same company and have overlap in our strategies.

- Whiteout Capital