Substacks recommended by Heavy Moat Investments

Recommended by Heavy Moat Investments

Self taught investor. Focus on quality.

🔍 Where swing trading meets deep research: we crunch the numbers, analyze the stocks, and help you hit investment home runs!

Deep Fundamental Research

By Patrick Zhou

10-20 deep dives on high quality public companies every year

Quality Investing with René Sellmann

By Rene

Invest intelligently in high-quality stocks! mentalmodelsmentoring.com/links

Rene has produced high quality content on Youtube and Twitter for a while and has now launched his Substack. I'm sure it'll follow the same path.

- Heavy Moat Investments

Max Dividends

High yield & Dividend Growth stocks worth investing in to boost your passive income for living off dividends and retire early.

Just A Value Investor

By Value Investor

This Substack is a place where I'll be sharing my investing ideas and my personal analysis on different companies.

Schwar Capital

Our firm's newsletter delivers no-nonsense, high-quality investment insights straight to your inbox. Not investment advice.

Mindful Compounding with Luuk

Writing about the magic of compounding in high-quality businesses led by outstanding people!

Compound & Fire

Compound & Fire searches for businesses which create strong shareholder value over time in order to get financial independence and retire early.

Global Equity Briefing

By Ray Myers

Join me on this journey through some of the best companies in the world!

Rijnberk InvestInsights

By Daan Rijnberk

A publication for investors and those looking for easy-to-read and in-depth stock analysis! We provide your weekly dose of investment ideas, analyses, and updates on some of the most exciting and best opportunities in the financial markets.

The Compounding Tortoise

Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation

Detailed coverage of a small set of very high quality businesses with the focus on long term shareholder value creation.

- Heavy Moat Investments

Quality Stocks

A newsletter to help you become a better investor and find valuable information on stocks, investment and markets

The VC Corner

By Ruben Dominguez Ibar

The VC Corner delivers quick and insightful updates about the startup and venture capital landscape every week

The Pursuit of Compounding

By From Paul (The Pursuit of Compounding)

I write about interesting companies and anything else that comes up on my investment journey.

Valuing Dutchman

By Sam Hollanders

Valuing Dutchman helps you see value where others don't Turn market irrationality into opportunity with proven value investing strategies that filter out the noise.

Capitalist Letters

By Oguz Erkan

We do two things here: 1) teach investing, 2) invest in exceptional companies together, and we do them exceptionally good.

ToffCap

Fund managers, writing about interesting companies and industries. We also share our Toffcap Monday Monitor - a great source for finding and monitoring event-driven investments (flagging 100+ each month).

Invest in Quality

By Invest In Assets 📈

Helping you build wealth with insight on quality stocks.

Potential Multibaggers

By Kris

Looking for stocks with 10x potential over 10 years.

Atmos Invest 100-bagger hunting

By Kevin

Company Deep Dives and Investing Knowledge | Yin-Yang quality investing from microcaps to infinity...

Best Anchor Stocks

By Leandro

All-Things Quality Investing

InvestingWithWes Newsletter

By Wesley

A monthly newsletter publication that focuses on small Caps, special Situations and overlooked stocks in underappreciated markets.

From 0 to 1 in the Stock Market

By Giuliano

Meditations about investing and equity research.

Compounding Quality

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

Under-Followed-Stocks

By mavix

Underfollowed & undiscovered investment ideas

StockOpine’s Newsletter

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

Secret Sauce Investing

Publishing a monthly company write up. Searching for and researching companies with compounding opportunities.

French Hidden Champions

By Jeremy

Your newsletter which covers the French small, mid and large caps by a British private investor living in France.

Galician Investor Quality Research

Inversor privado en empresas de calidad, explicado con sencillez. Comparto 10-12 ideas de inversión al año y mi camino en este mundo, íntegro y transparente, superando al S&P500 desde 2020. La calidad del trabajo hace que el 85% de suscriptores renueven.

A good place for new ideas if you understand Spanish.

- Heavy Moat Investments

Cedar Grove Capital Management

By Paul Cerro

Multi-strategy investment fund focused on L/S, M&A Arb, and Special Situations.

The Wolf of Harcourt Street

Understanding the world of investing, one number at a time

Analyzing Good Businesses

By YHamilton

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

Great research on strong businesses and a lot of overlap to my personal investable universe.

- Heavy Moat Investments