Substacks recommended by Chris Waller

Recommended by Chris Waller

Exceptional Value Stocks uncovers rare, high-conviction investment ideas grounded in research and durable competitive advantages—shared only when truly worth your attention.

FJ Research

Bold Bets on Category-Defining Companies

Deep Value Insights

By Noel Wieder

Finding undervalued stocks so you don’t have to

The Alpha Engineer

By Peter

Engineer and former tech entrepreneur on a quest to uncover alpha in micro and small caps with a quantitative edge.

My personal Substack

Our equity researchers scour the market to find undervalued gems. We provide comprehensive analyses and valuations to empower you to make informed investment decisions.

One of my favorite substacks to follow and a great source for in-depth research.

- Chris Waller

The Value Road

I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.

Global Markets by Karim Al-Mansour

Global insights on commodities, equities, and macro trends from an industry veteran.

Latticework by MOI Global

By John Mihaljevic

Latticework, powered by MOI Global, brings together intelligent investors on a journey of lifelong learning.

An excellent source of investment ideas and discussions

- Chris Waller

Financials Unshackled - by John Cronin at SeaPoint Insights

By John Cronin

Financials Unshackled is a free Independent Banking Insights newsletter from SeaPoint Insights on critical developments and themes in the Banking & Specialty Finance (Financials) domain - mostly UK & Ireland focused but with a broader global remit too

Capital Light

By Luke Wolgram

Capital Light delivers in-depth investment insights and ideas on stocks that operate with asset-light and capital-efficient business models, along with occasional value-oriented and short ideas. These may range from illiquid microcaps to liquid midcaps.

I have been following Luke's work for a long time and recommend you do too if you are looking for hidden gems!

- Chris Waller

Triple S Special Situations Investing

By TripleS Special Situations

Special situations, distressed securities, bankruptcy, litigation, and other quirky investments

Quality Investing with René Sellmann

By Rene

More signal, less noise – invest intelligently in high-quality stocks!

Undervalued and undercovered

By Hugo Navarro

I am a passionate investor eager to share my reports on companies that are undervalued compared to the market and their peers, and are undercovered by analysts.

Karst Research

Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings.

Polymath Investor

I write about stocks and how insights from diverse disciplines—history, mathematics, psychology, etc.—can enhance fundamental equity research. Join 4,000+ investors getting interdisciplinary insights weekly.

smallvalue.

European and American small caps.

The Stonkstack

By Stonks Value

Your go-to source for deep value investing done right. If you like your stocks cheap, you’ll fit right in.

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

Brazil Bonds

By Brazil Investor

25 years of Brazil Bonds Investing. Not investment advice

Brazil Stocks

By Brazil Investor

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Continuous Compounding

Stock Investment/Value Investing Newsletter | Delivering Actionable & Undervalued Stock Picks 📈 | Investment Insights 💡

Becoming Berkshire

By The Weekend Investor

I’ve chosen to dedicate this publication to one mission: to study how Warren Buffett and Charlie Munger built Berkshire Hathaway and humbly attempt to recreate that process in my own way. Managing over $2 million today, I see this as the very beginning.

Acid Investments

By N.R98

A value investing journal

AlmostMongolian

Investor

Behavioral Value Investor

By Gary Mishuris

Insights at the intersection of Value Investing and Behavioral Finance

Rock & Turner Investment Analysis

By R&T Investment Analysis

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

100 Bagger Hunting

By Kevin

We hunt for small quality stocks that can double multiple times

Under The Hood

By Siyu LI

Under the Hood delves deeply into companies, bypassing news headlines to focus on what truly matters. It is designed for curious investors who enjoy exploring new ideas and industries, delving deeper, and making decisions.

Alex of Rome Capital

By Alex Feng

Special situation and small- and mid-cap growth stock investment thesis

InvestingWithWes Newsletter

By Wesley

A monthly newsletter focused on small caps, special situations, and overlooked stocks in underappreciated markets.

Heavy Moat Investments

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

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.