Substacks recommended by Trung Nguyen @SWIs

Recommended by Trung Nguyen @SWIs

Alpha Exponent

By Active Alpha Research

Assessing businesses for investment

Bargain Stocks Radar 📡

Uncovering obscure underfollowed companies >

Nice hunting ground for lesser known businesses

- Trung Nguyen @SWIs

Incremental Edge

High Growth Investing

By Stefan Waldhauser

Weekly Investment Ideas and Stock-Picking Strategy for Public Tech and Growth Companies.

The Pragmatic Optimist

By Amrita Roy

I connect the dots in macroeconomics, technology & culture to help you understand the "big picture", build perspectives with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow.

Valuing Dutchman

By Sam Hollanders

As an investment writer (since 2011) I provide rational, and to-the-point stock analysis. Focusing on value investing in European family businesses, and global Deep Value. With transparency and integrity I help busy investors make informed decisions.

Valuing Dutchman looks into high quality compounders, a great source for sleep well investments.

- Trung Nguyen @SWIs

Bristlemoon Capital

Deep dives on stocks to help you understand them

ToffCap

Fund managers, constantly looking at LOTS of companies and industries. We also share our Toffcap Monday Monitor - a great source for finding and monitoring event-driven investments.

I enjoyed Toff's breakdown into various industries. Very easy to understand and a good starting point to dig deeper into businesses in the sector.

- Trung Nguyen @SWIs

Generative Value

By Eric Flaningam

Sharing learnings about tech & business.

Great source for AI and cloud reports

- Trung Nguyen @SWIs

Tech Investments

By Tech Fund

In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.

Good source for semi and tech names.

- Trung Nguyen @SWIs

RhinoInsight

Unleashing Investment Ideas by leveraging Data & Analytics

Hourglass Investing

By Hourglass Network

Investment research into growth opportunities. Company deep dives every second Thursday. Weekly podcast episodes on Tuesdays. Watchlist stocks every Friday.

Great source for unknown leaders and investment titbits. I highly recommend Jared's deep dives as they are very detailed and, importantly, unbiased.

- Trung Nguyen @SWIs

Atmos Invest - Hunting for 100-baggers

By Kevin

1 article every Friday | Company destination analysis and investing process breakdowns | Quality, from micro to mid-cap

Look forward to go hunting for that 100-baggers!

- Trung Nguyen @SWIs

The LongView

By Matas Baliukonis

A newsletter focused on boring money-printing machines. Follow for regular company deep-dives, ideas, and essays to improve your returns and thinking!

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Pound the Rock Investing

A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.

Elevator Pitches

By Editor

Stock Ideas From Investment Professionals

The Economy Rocket

Discover stock investing with a twist as I demystify the stock market with a blend of humor, code, and proven strategies for smarter decisions.

StockOpine’s Newsletter

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

Edelweiss Capital Research

Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.

Fundasy Investor

By William

Fundamentally driven stocks that have qualitative advantages explained in a simple manner!

Great source for growth stocks deep dives. William has a knack for simplifying business models and future investment returns.

- Trung Nguyen @SWIs

Capital Employed

Fund manager interviews and stock pitches

Dax Trading Ideas

By Mirko Milito

Unbiased market analysis, level-headed research, cutting-edge macro insights

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

By YZ

Sharing my investing journey of trying to turn $100,000 into $1,000,000 - mostly stocks and some private equities.

The Wolf of Harcourt Street

Understanding the world of investing, one number at a time

The Software Analyst Newsletter

By Francis (Software Analyst)

A newsletter focused on the analysis of software companies within cybersecurity and data infrastructure (AI/ML).

Analyzing Good Businesses

By YHamilton

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Fantastic source for quirky value and special situations, plus, Andrew is a brilliant and kind human!

- Trung Nguyen @SWIs

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

Sleep Well Investments

Recommended by Trung Nguyen @SWIs