Substacks recommended by Dean

Recommended by Dean

Institutional level research helping you own equities you understand and learn about trends and companies that will underpin the growth and value creation of the next decades.

This substack covers a bunch of different topics. Cudos to the author for being so thorough.

- Dean

Chapter Twelve

By Jason Senensky

Investing & Spirituality

I really enjoy Jason's writing. Worth checking out.

- Dean

Walsh Investment Strategy

By Michael Walsh (Walsh Investment Strategy)

Fundamental, long-term, long-only investing with disciplined risk management, and a focus on sustainable compound growth.

Michael gives updates on markets and companies. It's worth checking out his substack.

- Dean

Max Dividends

High-yield & dividend growth stocks worth investing in to boost passive income, live off dividends, and retire early.

Good place to learn about dividend paying companies.

- Dean

Value Degen’s Substack

By Unemployed Value Degen

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Great source of investing ideas.

- Dean

WorldlyInvest

Worldly insights for long-term investors | Stock ideas & write-ups in micro & small caps

Great place to get some ideas and learn about some history on great investors.

- Dean

Polymath Investor

I write about stocks and how insights from diverse disciplines—history, mathematics, psychology, etc.—can enhance fundamental equity research. Join 3,000+ investors getting interdisciplinary insights weekly.

Great place to find detailed posts on psychology and some links to investment write-ups.

- Dean

Divergent Capital Investment Research

Investment research on high-quality businesses by a self-taught value investor in the tradition of Graham, Buffett and Munger.

Raging Bull Investments

Mostly value with a catalyst. Caveat Emptor.

Stocks & Stones

By Mathieu Martin

Your trusted guide to the fascinating world of small public companies. My goal is to help you navigate this unique market, understand its opportunities, and avoid its pitfalls. I also include some lessons on self-improvement and resilience.

A Canadian microcap investor worth following.

- Dean

StreetSmarts

By MarketLab

Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)

Good recap on the markets and some interesting companies to look at. Also with a good sense of humor.

- Dean

Canadian Value Investors’ Substack

By CanadianValueInvestors Substack

Value investing blog looking for ten baggers and focused primarily on small caps.

Framp Files

By Stephen Frampton

I like enjoy learning about stocks - if you have thoughts, please comment or reach out at stephen.frampton@hotmail.com

Stephen is a bright guy and I enjoy his pragmatic thoughts.

- Dean

Nugget Capital Partner's Substack

By Nugget Capital Partners

Energy market research, Canadian REITs, Precious metal stocks.

Good source of ideas and macro comments.

- Dean

Bill Huang's Stonks

stocks, posting to get pushback

Another substack where you can find investment ideas. He is public about seeking feedback which is nice to see.

- Dean

ToffCap

Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.

Worth following for lots of new ideas.

- Dean

Raccoon Capital Notebook

By Max Francoeur

I share financial (micro-cap) analysis and thoughts on important topics. I am a Value, Special Situation & Opportunistic investor. From 🇨🇦

Microcap Investing Cliff Notes

By Maj

We share research on the best microcaps and manage our Tier One Quality Index.

Always find companies worth researching here.

- Dean

Hourglass Investing

By Hourglass Network

Investment research into growth opportunities. Company deep dives every second Thursday. Weekly podcast episodes on Tuesdays. Watchlist stocks every Friday.

Jared does a great job looking at all types of businesses. I enjoy the posts on Microcaps as well as the larger companies. The podcast is worth your time to listen to.

- Dean

Chris In Canada's substack

By Chris in Canada 🍁

Thoughts on Canadian energy outlook.

Great place to get some information on potential investments in Canada.

- Dean

Canadian Value Stocks

By Tyler

Where I choose to write sometimes. When I do, I will probably write about Canadian stocks that I think may be undervalued and present attractive shareholder returns.

Tyler does great work. You should read this substack before mine.

- Dean

Left’s Newsletter

Investing

In depth research on microcaps as well as some other interesting tidbits.

- Dean

Special Situation Investing

By Six Bravo

Actionable value investment write-ups and insights

Great way of articulating ideas and I enjoy the podcast as well. Always look forward to another post.

- Dean

The Investor's Journal

By Brian McCann

...learning investing through doing

Really enjoy the down to earth perspective.

- Dean

UnlearningCFA’s Blog

Self-taught corporate governance scenario analyst.

Unique blog that does some deep digging into different situations.

- Dean

Nicoper’s Notes

By Nicoper's Notes

Investment and valuation through a transparent process.

Good follow if you are looking for in depth work on high quality businesses.

- Dean

Treasure Hunting

By Sebastian

Researching overlooked and undervalued Microcaps

Another good place to find research on obscure companies. Sebastian is a down to earth investor which is welcome.

- Dean

Emerging Value

Helping you to find value where people are not looking. Investing in Emerging Markets and Developed markets. Quality+Value+Growth flexible approach for higher returns.

Interesting ideas from all over the globe.

- Dean

Polish Stocks

By The Polish Stock Guy

Investing in Poland Made Simple.

Good source of research on International exchanges.

- Dean

Planet MicroCap

Get the latest news and information from the most overlooked, underserved and unloved asset class, but where all the great investors build wealth: MicroCap stocks.