Substacks recommended by The Transcript

Recommended by The Transcript

Compounding Dividends

A newsletter about Dividend Investing from an ex-professional investor | REAL money is invested in the Portfolio.

For concise, superb dividend investing insights

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Quality Stocks

Join 16,000 investors gaining exclusive insights to master stocks, markets, and smart investing!

Quality Stocks is a premier newsletter with insightful stock analyses, industry reviews, and market news. Featuring curated portfolios, it helps one discover strong business models in small and large cap sectors globally.

- The Transcript

The VC Corner

By Ruben Dominguez Ibar

The VC Corner is where founders stay ahead — with sharp news, fundraising strategies, battle-tested playbooks, and the tools to grow.

The VC Corner serves as a pivotal resource equipping investors and entrepreneurs with crucial insights and updates.

- The Transcript

The Lead-Lag Report

By Michael A. Gayed

Developed from award-winning market research, The Lead-Lag Report gives you powerful market insights to improve your long-term investment strategy.

For daily market insights and proven investment strategies to navigate volatility & increase returns

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Tech Investments

By Tech Fund

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

Excellent reading for cutting-edge insights and in-depth research on tech

- The Transcript

OnlyCFO's Newsletter

Weekly newsletter on software industry metrics, finance, strategy and operations. What you need to know to be a successful leader.

An excellent read in the areas of SaaS, Finance, and Startups.

- The Transcript

The Hermit

By Alejandro Yela

Insights into overlooked listed companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street

For the best insights on microcap investing

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How They Make Money

By App Economy Insights

Weekly business breakdowns delivered by a Silicon Valley senior finance executive. Join investors, visual thinkers, and data-driven professionals. Become a smarter decision-maker in minutes.

Great insights on business and trends delivered with excellent visuals.

- The Transcript

Sunday Morning Markets

By Alpha Vantage

Stay up to date with the financial markets in just five minutes every week. Covering stocks, crypto, and the economy.

An easy way to stay informed with weekly roundups of the top stories that moved the markets

- The Transcript

WE HAVE MOVED www.dailychartbook.com - Daily Chartbook

WE HAVE MOVED: www.dailychartbook.com The day's best charts & insights, curated.

Daily Chartbook curates the day’s best charts and insights for investors every weeknight.

- The Transcript

Compounding Quality

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

The Variant Perception Blog

By VP Research

Man + machine beats man or machine alone.

Macro Daily Co.

By Kyle Musser

Macro Daily is a financial newsletter highlighting some of the key themes and trends in macro related to macro, investing, personal finance, and business. Become a free or paid subscriber today!

Off to Lunch

By Graham Ruddick

A daily guide to the business news, ideas and expertise that matters

Maverick Equity Research

Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Independent investment research covering value & growth stocks with a macro and hedging overlay, enjoy!

- The Transcript

Intrinsic Value System

By Larry Cheung

I now teach Financial Modeling, share Custom Models, and teach Execution. Join our Discord: https://intrinsicvaluesystem.com/lib

This newsletter offers readers macro guidance on key names within the S&P 500 and the KWEB China Internet ETF. Check it out!

- The Transcript

MT Capital Research

By MT Capital’s Newsletter

I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.

The Sleepwell Strategy

By Sleepwell

A generalist exploring the building blocks of investing, technology, psychology and society. I aim to write evergreen content to spark your curiosity and understanding big ideas that can transcend across different fields.

TSOH Investment Research (Alex Morris)

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

Top notch investment research from Alex. We love it!

- The Transcript

Market Intelligence

By Physik Invest

Actionable market intelligence by Physik Invest.

Rob’s Fundamental Stock Analysis

By Rob's Educated Guesses

Stock analysis by a stock analyst! We trade (25+ years) & share our market knowledge and ideas daily and weekly. Please do your own due diligence and see our disclosures.

UncoverAlpha

By Rihard Jarc

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

Love the newsletter because of their robust and engaging financial analysis and deep dives on companies.

- The Transcript

Mostly metrics

By CJ Gustafson

A newsletter for current and aspiring CFOs. SaaS Metrics, Go to Market Strategy, and Capital Market insights (you can actually understand).

An excellent blog where a knowledgeable Tech CFO breaks down business metrics & monetization models in a way that's easy to understand

- The Transcript

Outliers

Outstanding business leaders

Get unique insights on and from outstanding business leaders

- The Transcript

Asian Century Stocks

By Michael Fritzell

Deep, actionable research for serious Asia-focused investors

A great way to understand the Asian Market and stocks.

- The Transcript

Enter the Labyrinth

By Frederik Gieschen

🌀 Diary of a wandering soul. Toward the center where all things are born.

Great insights from business leaders past and present. Must read every week.

- The Transcript

Liberty’s Highlights

Exploration as a Service: Investing & business, science & technology, and the arts.

The perfect mix of aggregated financial and tech content delivered in digestible format. Love reading it immediately it lands on my inbox!

- The Transcript

Net Interest

By Marc Rubinstein

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Excellent guide to and insights from the financials sector

- The Transcript

Cheap Convexity

By Jon Turek

Global Macro

📈 TKer by Sam Ro

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited time.

A very good guide to the markets.

- The Transcript

Investing City

By Ryan Reeves

Save Time and Boost Your Stock Returns

The best way to read a 10k is with Business Breakdowns

- The Transcript

Chit Chat Stocks Newsletter

By Brett Schafer

The Chit Chat Stocks newsletter writes stock research through a fundamentals and value investing lens. Written by Ryan Henderson and Brett Schafer, hosts of the Chit Chat Stocks Podcast.