Substacks recommended by A Peek Behind the Numbers

Recommended by A Peek Behind the Numbers

Newsletter to accompany the podcast of the same name - exploring issues relating to climate change and the energy transition

Arkomina Research

By Marko Bjegovic

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

This Is Fine

By Sam Latter

The U.S. government and consumer are broke, and the economy is on shaky footing. And yet, it's still a great time to be an investor! Let me explain...

The Pragmatic Optimist

By Amrita Roy

I connect the dots in macroeconomics, technology & culture to help you understand the "big picture", build perspectives with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow.

Deep Quarry

By Olga Usvyatsky

Using data to uncover trends in disclosure and reporting.

Boyar Research

Since 1975, we've provided independent stock market research to some of the world's largest institutional investors. Here we provide you access to insights and stock market research from our experienced team. See our about page for more details.

Herb Greenberg | On the Street

Observations, opinions and insights on stocks, companies and the markets. Always flying red flags – and a few green ones, too!

Ironside Equity Research

By Ironside Research

Ironside Equity Research publishes 2-3 deep dives per month on individual stocks, as well as Idea Roundups, which gives quick-bite ideas on individual stocks from an industry veteran with 20 years investing experience.

Stock Picker's Journey

By Gregg Jahnke

An educational journey to build a model stock portfolio

Jeff and I worked with Gregg at Behind the Numbers back in the 90s and early 2000s. I can trace my love of the markets back to his teaching my Investments class at TCU decades ago. We can testify firsthand that analysts would be well-served to read and learn how he tunes out the noise to determine the real value of a company.

- A Peek Behind the Numbers

Consumer EQ

By Rob Wilson

Consumer EQ (Earnings Quality) is published by Tiburon Research Group lead analyst Rob Wilson. I take a deeper dive into the financial performance of publicly traded companies in the consumer sector.

Margin Of Safety

By Mannsher Gill

Deep value Investment education and analysis

Compounding Quality

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

Special Situation Investing

By Six Bravo

Actionable value investment write-ups and insights

Invariant

By Devin LaSarre

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

Musings on Markets

By Aswath Damodaran

Investing, Markets and Business

Daniel Peris on Substack

History, Finance, Russia

Lord Fed's Gazette

Market analysis, idea generation and education from a generalist London-based portfolio manager. Subscribe for weekly outlook across asset classes along with exclusive access to a private Twitter feed where live market insights and trades unfold.

Mr Market Miscalculates

Investing in unloved, overlooked or under-followed European companies

Behind the Balance Sheet

By Stephen Clapham

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

The REIT Forum

By ColoradoWealthManagementFund

Colorado Wealth Management Fund from Seeking Alpha. If you want to subscribe, you need to use our actual website: https://www.thereitforum.com

The Informationist

By James Lavish

The newsletter that simplifies one financial concept for you weekly

Semiconductor Things™

By Michael Spencer

This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

Tuttle Ventures Newsletter

By Darin Tuttle

I’m Darin, a lifelong learner with a passion for exploring diverse topics—from history and science to personal growth and global trends.

Doomberg

We publish 6-8 articles each month on the topics of energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Investing501 Newsletter

By Investing 501

Microcap and Special Situations

TSOH Investment Research

By Alex Morris (TSOH Investment Research)

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

Voss Capital

Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

Investment Talk

By Conor Mac

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

The Bear Cave

By Edwin Dorsey

Exposing Corporate Misconduct

MD&A

By Philo

Exploring frameworks for understanding economics, investing and finance.

The Dig

By Francine McKenna

Francine McKenna digs into accounting, audit, and corporate governance issues at public and pre-IPO companies.