Substacks recommended by Maverick Equity Research

Recommended by Maverick Equity Research

Herb Greenberg | On the Street

By Herb Greenberg's Red Flag Alerts

How to avoid the biggest mistake investors make! Always flying red flags – and a few green ones, too!

The Oracle by Polymarket

News and insights from the world's largest prediction market

Investment theses in Small Caps & Macroeconomic analysis

By MORAM Capital

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox

Reverse Engineering Finance

By John Comiskey

A newsletter than explains the underlying mechanics of the financial system and then uses those mechanics to make projections

Interconnected

By Kevin Xu

On the intersections of tech, investing, geopolitics, and US-Asia relations

Investinq

By Stockmarket.News

Strategic Macro Research

Investorama

By George Aliferis

Re-think investment management to deliver better outcomes for investors: tech, ideas, asset classes, narratives, marketing.

Sofokleous Street

Greek markets, unfiltered

Chesnut Street

By Luis Torras

Notas sobre libros y finanzas

Credit from Macro to Micro

By Credit From Macro to Micro

Global Macro, Commodities, Fixed Income (HY)

Great publication with a comprehensive coverage & focus on Credit ... from Macro to Micro. I highly recommend! Bio: Prop. Trader - Global Macro, Fixed Income (HY / Subordinated) - CFA Charterholder

- Maverick Equity Research

TSOH Investment Research (Alex Morris)

Long-term investment research with 100% portfolio transparency (prior disclosure of all changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Conks

global monetary mechanics

The Commodity Compass

By Alexander Stahel

Independent in-depth research, unearthing commodity truths. Value-based fundamental investment approach. Sticking strictly to our circle of competence. Obsessed with data and company fundamentals.

Independent in-depth research is rare, even more rare done via an obsession for data and fundamentals, hence I highly recommend Alexander's publication! Enjoy!

- Maverick Equity Research

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Best Anchor Stocks

By Leandro

In-depth research on High-Quality Companies and much more.

Sharpe Two

By Ksander

Data-backed volatility forecasts for traders, quants, and risk-takers. You trade. We assist.

Palantir Bullets

By Arny Trezzi

Spot market asymmetries with an early investor (+20x return) and former equity analyst.

Independent, diligent equity analyst & investor with a focus on Tech! Palantir $PLTR obsessed & expert !

- Maverick Equity Research

Grow or Die

Because one great growth stock can change everything

Macro Charts

30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.

Curve Advisor

Focusing on tail risks.

Lord Fed's Gazette

Market analysis, idea generation and education from a London-based portfolio manager. Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.

Becoming Berkshire

Studying how Buffett and Munger built Berkshire Hathaway , and applying those lessons while managing over $2M in real capital.

Harbourfront Quantitative Finance

By Nam Nguyen Ph.D.

Delivering actionable tips, strategies, and educational content to help you excel in trading and master quantitative finance concepts. I send out a newsletter once a week. Throughout the week I also publish web-only posts and Notes.

Victaurs

Institutional-grade stock research that actually says what it thinks. Proven hit rates. Backed by the Vault for hallucination-free analysis.

Critical Minerals Journal

The playbook for mastering Critical Minerals. Curated research and insights trusted by policymakers, investors, analysts, and educators.

The Next Economy by Florian Kronawitter

The Next Economy provides content on economics, politics and technology from an investor’s point of view. Precise, relevant, and unbiased. The Next Economy is free

Stock Market Cycles

By Lars

Understand market rhythm, anticipate reversals, and act with confidence using advanced cycle analysis and time-tuned tools. Providing a global cycles watch update daily.

Deer’s Newsletter

By Deer Point Macro

Macroeconomics

Doomberg

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

ToxSec AI - Artificial Intelligence Security

Security for a world run by machines that lie.

Weighty Thoughts

By James Wang

VC on AI, deep tech, startups. Former Bridgewater, Google[x], startup founder. Read by top engineers, fund managers, and policymakers.

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

Fallacy Alarm

By Rene Bruentrup

Blending single stock, macro and thematic research into powerful bull and bear cases.

The Partners Fund

Every Tuesday, we cover the lucrative world of alternative assets. From breaking down the complexity of Private Credit to showing the hidden value in Music Royalties and Real Estate. Diversification isn’t just a buzzword—it’s our strategy

Kingswell

Get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and many other legendary investors.

Macronomics Newsletter

By Martin Tixier

Macro and Credit - Markets musings

The Last Bear Standing

Original and independent financial analysis.

KILLER CHARTS

By James Eagle

Killer Charts lands in your inbox each morning with five surprising charts to help you see the world a little bit clearly.

Alts.co

By Stefan

Unique investment ideas worth exploring.

The Pragmatic Optimist

By Amrita Roy

The Pragmatic Optimist is an AI-focused investment research publication, where we help investors successfully navigate the evolving AI innovation landscape, and make long-term investments with proven alpha generating returns.

Invest in Quality

By Marius

Helping you build wealth with insight on quality stocks.

The Transcript

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

Top earnings calls coverage that I highly recommend!

- Maverick Equity Research

PA - Global Macro

By Paper Alfa

Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.

Modern Value Investing

By Value Investigator

Great companies with long growth runways trading at reasonable prices

Macro-to-Micro by Samantha LaDuc

I have two jobs: ALPHA GENERATOR & MOM. That last part means I let clients know when it's safe & when it's not. Join for the Market Timing, Sector Rotation & Thematic Trends! Stay for Mom's Smell Test. ALL to help you better position, profit & protect.

The Variant Perception Blog

By VP Research

Man + machine beats man or machine alone.

Quality Stocks

A disciplined, framework-driven approach to long-term stock investing

AI: Reset to Zero

By Michael Parekh

AI is coming. Ready or not. This explores the glass half full. By a seasoned Tech Explorer.

The Contrarian Capitalist

Helping investors protect wealth, defend freedom, and outsmart the system by seizing asymmetric opportunities with contrarian insights on markets, commodities, and macro risks. Join 5,000+ others and subscribe today! 👇

The Economy Rocket

Follow my journey through the tangled world of business and tech, where we reveal sharper paths. I dig into what makes business deals click, people connect, and tools matter. Expect straight talk, real stories.