Substacks recommended by Building Arks

Recommended by Building Arks

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

Crack The Market

By Ozeco

Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.

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.

- Building Arks

The Private Ledger

The definitive research feed for the IPO pipeline. Analyzing late stage private giants before they hit the ticker. Tracking the world’s most valuable unicorns - OpenAI, SpaceX, Anthropic, and the next wave of compounders.

High-quality coverage of important private businesses.

- 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

Kairos Research

Newsletter about value investing.

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

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