Substacks recommended by Mathias

Recommended by Mathias

Berczy Park Capital’s Substack

By Ryan Lalani

Substack for Berczy Park Capital, a private family office in Toronto, Canada

Value investor with a very interesting take, and great insight into Fairfax Financial Holdings.

- Mathias

The Intellectual Edge

Uncovering timeless investing insights and sharing the best with you, every week.

Clear thoughts and rational approach to investment process!

- Mathias

Sweet Stocks

By Alex Sweet

International equity write-ups

The Compounding Tortoise

Sharing in-depth reports on high-quality compounders | Teaching our subscribers how to build a portfolio with high returns and low risk

In depth posts on great compounders with a highly focused approach to investing. A deep well of learning!

- Mathias

The Outsiders' Corner

By Ole

Welcome - In this corner, you will find writeups on companies with potential for reinvestment of earnings at high returns, for a long time

Ole writes about companies that can keep on reinvesting profits into growth for many years - good content on companies a bit outside of everyones focus!

- Mathias

Andvari’s Substack

By Douglas Ott

My personal Substack

Douglas Ott writes very well, has extensive experience and seems to be focused on the things I value highly: Quality and long-termism.

- Mathias

Dungeon Investing

Miniatures, videogames, tabletop games, comics, RPGs and... money? Exploring how the makers of my entertainment get mine, and how good they are at it

Nr. 1 public expert on Games Workshop - learning from people who have followed interesting niche companies over a long period is well worth the time!

- Mathias

Disruptive analytics

By Magnus Ofstad

My personal Substack

Writes about nordic companies as well as global tech and healthcare companies, insightful analysis on an exciting investable universe.

- Mathias

Sempiterno Investments

I manage my portfolio as a public holding. I focus on investing in quality companies for the long term and avoid the noise of the crowd.

Provides excellent content on underfollowed names.

- Mathias

Brainless Investing

By TJ Terwilliger

A collection of my writing about looking for a concentrated portfolio of durable businesses with healthy reinvestment engines that I can own for a long time. The goal is to find a few no-brainers and anomalies. If it's not a no-brainer, it's a no.

One of my absolute favourites - easy to understand, important topics and a sober approach to investing that we all can learn from.

- Mathias

Buyback Capital

By Forbes Jamieson

Searching for great companies where ever they are. Idiosyncratic. Pricing power. Operational leverage. Absolute returns.

Do Not Distribute

By Ali Gündüz

Notes of a full-time amateur

Excellently humble but greatly insightful private investor writing about his thesis'

- Mathias

Robin’s Substack SME

By Robin Research

Long-term stock investments

Straight to the point analysis on great companies you probably haven't heard about.

- Mathias

100-Bagger Hunting

By Kevin

We hunt for small quality stocks that can double multiple times

I always make sure to read his articles on investment theory and thinking. Great source of learning - one of my must reads.

- Mathias

Heavy Moat Investments

Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.

Great approach to investing, with an interesting investable universe that I learn a lot from. Inspired me to start tumbling down the rabbit hole of Substack.

- Mathias

Invariant

By Devin LaSarre

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

The best writer on tobacco investment out there. His level of writing makes me jealous, very pleasurable read.

- Mathias

Nicoper’s Notes

By Nicoper's Notes

Investment and valuation through a transparent process.

Provides quality content and rational assessment towards none-traditional investments.

- Mathias

StockOpine’s Newsletter

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

A humble and thoughtful writer that provides subscribers with in depth knowledge about great companies. Also excellent partner to learn from, and that willingly shares with subscribers far beyond simply posting.

- Mathias

Fundasy Investor

By William

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

Open, approachable and thoughtful investor who willingly shares and responds with the community! Great dives into exciting companies, and everything is accessible for whoever wants to.

- Mathias

Torghatten Capital

By Arne Ulland

Compounded Investing in World-Class Firms

Arne always writes very well and reflected on compounding in a way that shows true understanding through simplified explanations and approaches to investing.

- Mathias

Librarian Capital's Research Library

Institutional-grade research, at retail prices.

The Wolf of Harcourt Street

Understanding the world of investing, one number at a time

Provides insights into excellent companies with an approachable writing style. No need to pull up the dictionary, answers questions and engages with the community.

- Mathias

Liberty’s Highlights

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

Investment Talk

By Conor Mac

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

Great and focused content on quality investing that is both approachable and understandable.

- Mathias

Learning to Grow

Recommended by Mathias