Overlooked Alpha

Recommended by Joe Marwood

Mostly metrics. Business insights you can actually understand. Join +16,000 Startup Operators, VCs and CFOs who subscribe.

Making sense of metrics, for entrepreneurs and finance professionals.

- Joe Marwood

Doomberg

Energy, finance, and the economy at-large | Subscription details are posted in our About page

Well researched opinion pieces on economic topics that matter a lot.

- Joe Marwood

Asian Century Stocks

By Michael Fritzell

Asian value stocks straight to your inbox. Subscribe below for weekly updates.

Regular analysis of Asian stocks not covered elsewhere.

- Joe Marwood

The Bear Cave

By Edwin Dorsey

Exposing Corporate Misconduct

Best newsletter for short ideas and corporate wrongdoing.

- Joe Marwood

Ian’s Insider Corner

By Ian Bezek

Investing letter focused on high-quality businesses and LatAm stocks.

Experienced and competent analyst with a focus on South America.

- Joe Marwood

Security analysis by the common man for the common man

By Eric Thomson

Free weekly writeups on attractive risk-adjusted opportunities

Straight-forward summaries of stocks in a checklist format that I like.

- Joe Marwood

Investment Talk

By Conor MacNeil

Investment Talk creates and curates a range of articles about the stock market and the companies within it and shares them with tens of thousands of investors. Reader supported.

In depth company analysis on a wide range of stocks as well as regular round-ups and insightful commentary.

- Joe Marwood

How They Make Money

By App Economy Insights

A business-focused newsletter for the curious investor and visual thinker.

I like Bertrand's style of investing. His income statement visualizations are an incredibly powerful tool for quickly understanding a company's key profit drivers.

- Joe Marwood

Market Sentiment

If the S&P 500 strategy is just to “buy the biggest companies that are profitable”, shouldn’t we be able to do better by going just one or two steps deeper? | Data backed long-term investment strategies | Join 34,000+ investors

Great source of ideas that are examined through the application of hard data. Enjoyable and original analysis.

- Joe Marwood

The MacroTourist

By Kevin Muir

The almost daily email about markets from Kevin Muir.

Quality macro newsletter with no shortage of profitable ideas. One of the best.

- Joe Marwood

The Macro Compass

By Substack

Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

On point macro analysis from former hedge fund manager.

- Joe Marwood

Invariant

By Devin LaSarre

Valuation. Business analysis. Markets. Finance with curiosity, creativity, and skepticism.

Articulate financial commentary plus a touch of art and history. Well worth a read.

- Joe Marwood

Eagle Point Capital

Exploring the long-term prospects of the businesses behind stocks.

Intelligent and insightful write-ups on stocks and investing.

- Joe Marwood

TSOH Investment Research Service

By Alex Morris (TSOH Investment Research)

TSOH is a publication focused on long-term investing. Written by a buyside equities analyst with 10+ years of industry experience, it includes weekly research and 100% transparency, with the disclosure of all portfolio changes before they’re implemented.

Enjoyable and insightful writings on quality companies like MSFT, ABNB, COST and NKE.

- Joe Marwood

"From $100K to $1M" & More.

By YZ

Sharing my investing journey of trying to turn $100,000 into $1,000,000 via public and private equities.

Mr Zaye is sharing his investing journey where he's attempting to take $100K to $1M.

- Joe Marwood

Daily Chartbook

Catch up on the day in charts | Macro market charts, data, and insights | Subscribe to get the Daily Chartbook in your inbox weeknights at 8 pm EST.

Daily Chartbook provides relevant and reliable charts that help you navigate through the noise of financial media.

- Joe Marwood

Latinometrics

Data stories and insights about Latin American markets, startups, and trends.

Superb infographics (and analysis) on Latin America. Well worth a read if you're interested in this up and coming corner of the market.

- Joe Marwood

Analyzing Good Businesses

By YHamilton

Detailed write-ups on 50+ public companies that have high return on capital + long runway for reinvestment

Balanced due diligence that covers a variety of promising companies such as ALGN, WING and FIVE.

- Joe Marwood

The Weekly S&P500 #ChartStorm

By Callum Thomas (Weekly S&P500 #ChartStorm)

Charting macro, technicals, valuations, and more -- a good and easy way to stay on top of the market outlook!

Hand selected financial charts that always deliver insight and clarity.

- Joe Marwood