Substacks recommended by Building Arks

Recommended by Building Arks

European Hidden Gem Stocks

European Stock Picker. Deep Dives, Stock Ranks, Model Portfolio, Thesis updates. Join us!

Clear, well laid out analysis of European smallcaps.

- Building Arks

Crack The Market

By Ozeco

Institutional-grade research on megatrends, value chains and world-class companies, helping you own equities you truly understand.

FDW Capital

Independent financial advisor and researcher. Global equity markets, energy geopolitics, portfolio strategy — and the macro complexity that comes with being based in Argentina.

Excellent work on Latin American and commodity stocks.

- Building Arks

The Private Ledger

Deep-dive research on Anthropic, OpenAI, Stripe, Anduril, Saronic and the companies shaping tomorrow's public markets. Financials. Valuations. Competitive advantages. IPO analysis.

High-quality coverage of important private businesses.

- Building Arks

Alexander Steinberg Investments

By Alexander Steinberg on Substack

Crafting wealth that lasts—one long-term investment at a time

Clear, detailed assessments of complex businesses. Especially good where accounting is complicated and risks are hidden.

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Kairos Research

Newsletter about value investing.

Price to Tangible Bruce

I'm Bruce, a deep value investor. Buying what most investors don't like across global public markets.

Short, clear summaries of decent companies trading at bargain prices.

- Building Arks

Cohong Lane

By Philip

I invest the capital I live on, full-time from Hong Kong, deep in China. Ex-family-office CFO, publishing every position and mistake so you sharpen your own judgement. No tips.

Philip is deeply knowledgeable about China.

- Building Arks