What are your favorite Substacks?

[rogermunibond]

Started to find some interesting investment ideas and good write-ups on companies on Substack.  

 

What are some of your favorite newer Substacks?

 

Macro/China - Adam Tooze Chartbook

BRKR stock idea - Notes from the Beauty Contest

 

[WayWardCloud]

I find blogs dangerous because there is no pushback like on a forum which makes them very convincing.

We're all geniuses when we talk to ourselves in the shower.

 

I like that guy : https://www.mbi-deepdives.com/

 

[ratiman]

Value Don't Lie has a lot of free posts. I think he posts here sometimes. 

 

https://www.valuedontlie.com/p/vdl-home-base

Edited June 4 by ratiman

[Eng12345]

I wish I understood the substack model and could find a good collection of free writers. 

 

I'm not sure why all these cats think their writing is worth $300 a year. But apparently people are apparently paying it. Mindboggling to me. I always wonder if some of the research desks are outsourcing to substack, ha. That's the only way I can see the prices being justified - if they're getting corporate customers. 

 

 

And yes I'm well aware one good idea will likely pay for the whole shebang, but frankly it's like digging through the garbage on many of them. There are certainly phenomenal articles out there and most writers have one or two good ones, but it becomes very obvious when these guys start pushing slop for article count. 

Edited June 5 by Eng12345

[WayWardCloud]

I usually pay for just one month and spend that month absorbing what they wrote in the past year or two. You don't need continuous access. I think some are well worth it.

[rogermunibond]

Yeah that's what I've done as well.  Scuttleblurb has a great series on payment processors.

 

 

[Pellom]

Becoming Berkshire, Kingswell and The Rational Walk are great for Berkshire coverage.

 

Kyla Scanlon's newsletter is great for macroeconomic coverage. 

 

Some others I'd recommend: The Berkshire Backstop, Base Hit Investing, Flyover Stocks, Raging Bull Investments, smallvalue, Sector Stories.

 

Most have free and paid options. 

 

 

[weighingmachine]

Flyover Stocks

https://www.flyoverstocks.com

 

 

Edited June 7 by weighingmachine