Substacks recommended by Owen Ivanhoe Lopes Bernard II | The Genius’s Stock Market Newsletter

Recommended by Owen Ivanhoe Lopes Bernard II

Biotech stonk punting and shit macro takes

HindeSight Investment Education Newsletter

Explore the art of investing with our educational newsletter, designed to keep you informed on the latest market trends and investment strategies. Our guidance is tailored to help both novices and seasoned investors.

Musings on Markets

By Aswath Damodaran

Investing, Markets and Business

Alpha Bets

By Nathan Worden

Intelligent investing discussion

Unfashionable

By Sven Schnieders

For some things Harvard suffices; this blog is for the rest.

Value In Special Situations

By Paul

Special Situations and long-term compounders

Capital Employed

Fund manager interviews and stock pitches

Topdown Charts

By Callum Thomas

We help investors make decisions with confidence by identifying opportunities, alerting you to risks, and keeping you informed with meaningful macro insights

Exploring with Alluvial Capital

By Dave Waters

In search of value in the market's forgotten corners.

Software Snack Bites

By Shomik Ghosh

Bite size weekly posts & longer form podcasts on Enterprise Software trends I'm thinking and practitioners in the field are thinking about

Voss Capital

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

Outliers

Outstanding business leaders

The Alchemy of Money

By Frederik Gieschen

at the intersection of money and a meaningful life

Great timeless newsletter about how to build variant notions on how to think about operating in the investment world.

- Owen Ivanhoe Lopes Bernard II

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

The Bear Cave

By Edwin Dorsey

Exposing Corporate Misconduct

Nongaap Investing

By Mike

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

If you want to improve your thinking about corporate governance and executive compensation or learn a variant investment idea search that’s way different from the crowd, this is where you read and learn everything you can with real world examples at Nongaap Newsletter.

- Owen Ivanhoe Lopes Bernard II

Klement on Investing

By Joachim Klement

Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?