Substacks recommended by Tech Fund

Recommended by Tech Fund

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

Global Technology Research

By AYZ

GTR

Sweet Stocks

By Alex Sweet

International equity write-ups

Quality Stocks

Join 15,000 investors gaining exclusive insights to master stocks, markets, and smart investing!

Great analysis looking for quality compounders

- Tech Fund

The VC Corner

By Ruben Dominguez Ibar

The VC Corner delivers quick and insightful updates about the startup and venture capital landscape every week

George O'Connor: The long and the short of IT

I explore the drivers of shareholder value for tech companies and their stakeholders.

High Growth Investing

By Stefan Waldhauser

Weekly Investment Ideas and Stock-Picking Strategy for Public Tech and Growth Companies.

TMT Breakout

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.

The best TMT & markets newsletter to start your day.

- Tech Fund

The Pragmatic Optimist

By Amrita Roy

AI, Macro, Stocks & Memes. Helping investors navigate the evolving AI landscape and unlock long-term, high-growth investment opportunities by assessing industry cross-currents, innovation roadmaps and profit cycles.

Capitalist Letters

By Oguz Erkan

Equity research on undervalued global stocks and occasional essays on investing.

Inevitability Research

By Sophie

Investment Analysis & Technology Insights

Outperforming the Market

By Simple Investing

Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager

Data Gravity

By Chris Zeoli

Essential insights for founders and practitioners navigating the data and infrastructure software landscape.

Insightful analysis on data and cloud tech

- Tech Fund

Best Anchor Stocks

By Leandro

In-depth research on High-Quality Companies and much more.

Palantir Bullets

By Arny Trezzi

Spot market asymmetries with an early investor (+10x return) and former equity analyst.

The number one Palantir expert.

- Tech Fund

Clark Square Capital's Ultimate Value

Fundamental research focused on overlooked companies and special situations.

Wade's Market Insights

By Wade Sickler

Former hedge fund manager and Investment Advisory President (Founder) with 35 years of market experience.

StockOpine’s Newsletter

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

Detailed research on quality companies and compounders.

- Tech Fund

AI Supremacy

By Michael Spencer

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

Sleep Well Investments

By Trung Nguyen @SWIs

Sleep Well Portfolio of anti-fragile and time-tested businesses

Detailed research on quality companies with a strong market positioning.

- Tech Fund

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

The Equity Analyst

By Richard Toad

Public equity investing insights: fund regional primers, fund deep dives, and career tips.

The best coverage on the world of hedge funds, by a former sell side analyst.

- Tech Fund

Rob’s Fundamental Stock Analysis

By Rob's Educated Guesses

Stock analysis by a stock analyst! We trade (25+ years) & share our market knowledge and ideas daily and weekly. Please do your own due diligence and see our disclosures.

The Wolf of Harcourt Street

Understanding the world of investing, one number at a time

Detailed research on tech stocks and quality companies.

- Tech Fund

Value Investing for Professionals

By Aaron Pek

Value Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei

In-depth company research looking for undervalued opportunities.

- Tech Fund

The Transcript

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

The best coverage of conference and earnings calls

- Tech Fund

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Tech Investments

Recommended by Tech Fund