Substacks recommended by Guru Gems

Recommended by Guru Gems

Curated by Guru Gems

By DIY Investor

Hold quality at fair value, long-term, years. Beating the SPY and QQQ with 15% CAGR since 2021.

On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.

The Pursuit of Compounding

Compounding knowledge while studying high-quality compounders through the lens of Management, Moats, ROIC, and Reinvestment.

The Market Dispatch

Data-driven insights on global equities and macro trends — clear, concise, and actionable.

The Investor's Compass

Stock analysis, monthly picks from my proprietary Quality + Momentum algorithm, and proprietary investing tools. Focused on high-quality companies and asymmetric opportunities.

CompoundingAlpha

By Nick Ridenour

Actionable equity research, rigorous valuation models, and a transparent tracking portfolio.

Arkomina Research

By Marko Bjegovic

Subscribe for all CPI, PCE, inflation, Fed, labor market, macro, and market-related topics. For more visit ArkominaResearch.com.

“For all CPI, PCE, inflation, Fed, labor market, macro topics -> Arkomina Research”

Rock & Turner Investment Analysis

By R&T Investment Analysis

Equity Investing: What's Hot & What's Not

The Multibagger Playbook

🎯 I try to beat the market by identifying potential Multibagger Stocks.

The Atomic Moat

I got tired of financial noise and lazy analysis, so I built my own bunker. Here, I audit the books of the world's most interesting companies to find those that can compound for a decade. I share my models, screeners, and my honest mistakes along the way.

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