I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing
Weekly financial planning insights to help you build wealth with total clarity. Break bad money habits & ignore the noise. Make smarter, sharper decisions with your capital. 25 years in the advisor’s seat (former CFP). Join us
Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
Stop guessing and start buying with real conviction. You'll receive deep dives into companies, mental models, and valuation frameworks to help you find, understand, and confidently hold your next multibagger.
Operators and ex‑CEOs analyzing companies like people who’ve run them, then timing entries with disciplined, technical trading. Unlock Market Potential and Swing to Financial Freedom.
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.
In an era of infinite noise, we provide a filter for the thoughts that actually matter. Each week, we bring you the timeless principles needed to navigate modern complexity with clarity.
Welcome to my Substack, where I will write about investing, marriage and family, culture, and random topics. All subscription money will be donated to The Human Fund (sorry, that's for Seinfeld fans). Really, to a good cause.
I got tired of financial noise and lazy analysis, so I built my own bunker. Here, I audit the books of the world's most interesting companies to find those that can compound for a decade. I share my models, screeners, and my honest mistakes along the way.
Markets since 2014. Built AI-powered systems to identify mispricings before the crowd sees them. Stoic philosophy keeps me disciplined. Weekly trade ideas.
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.
Cyclop SpaceTech is a research-driven Substack exploring startups, companies, market trends, and innovations in the space industry. It delivers clear, data-backed insights for investors and operators tracking the future of commercial space.
1–2x/week. Real economist. 10+ years in finance.
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I uncover undervalued investment opportunities by analyzing market mispricings, special situations, and asymmetric risk-reward profiles across global equities.
Thorough analyses of companies to understand where value might lie and what kind of returns are available using principled and diligent investment strategies.