Investment newsletters are making a comeback.
Not the old-school “buy this penny stock” kind.
These are written by portfolio managers, industry experts, and analysts who actually move markets.
Each one specializes in a specific niche, and they’ve changed how smart money finds ideas.
Table of Contents
Overview
Here’s the full list of newsletters that are worth your time:
- Doomberg
- The Captain’s Log
- Nat Stewart
- NonGAAP
- Unemon
- The Technology Letter
- The Diff
- Net Interest
- Bison Interests
- 1 Foot Hurdle
- Altay Capital
- Value Zoomer
- Mostly Metrics
- Overlooked Alpha
- Chief’s Substack
- Timyan
- Pernas Research
- Market Sentiment
- 310 Value
- Clark Square Cap
- John Hempton’s Newsletter
- Generals and Workouts
- Stock Narratives
- NoNameStocks
Full Detailed Guide
Energy & Finance
Doomberg
- The gold standard for energy and finance commentary
- Known for connecting macro trends to specific opportunities
Growth & Value Ideas
The Captain’s Log
- Written by Lauren Balik
- Focuses on immediately actionable investment ideas
- Clear entry and exit points
Nat Stewart
- Specializes in small-cap value opportunities
- Deep research into overlooked companies
Corporate Analysis
NonGAAP
- Deep dives into corporate governance
- Spots red flags others miss in financial statements
Unemon
- Selective but high-quality long/short ideas
- Known for contrarian takes that work
Technology Focus
The Technology Letter
- Direct interviews with tech executives
- Gets answers to questions analysts don’t ask
The Diff
- Analyzes inflection points in tech and finance
- Strong focus on industry transitions
Financial Sector
Net Interest
- Written by a former hedge fund manager
- Deep insights into banking and fintech
Energy Sector
Bison Interests
- Focused purely on oil and gas
- Technical analysis meets fundamental research
International Markets
1 Foot Hurdle
- Specializes in undervalued Japanese stocks
- Focus on companies with strong balance sheets
Altay Capital
- Another expert in Japanese markets
- Looks for deep value opportunities
Investment Strategy
Value Zoomer
- Long/short equity ideas
- Focus on asymmetric opportunities
Mostly Metrics
- Written by a CFO
- Explains the metrics that actually matter
Hidden Opportunities
Overlooked Alpha
- Finds ideas others are missing
- Strong focus on risk/reward
Chief’s Substack
- Trading-focused perspective
- Practical market insights
Specialized Focus
Timyan
- Phil Timyan’s expert take on bank stocks
- Deep banking sector experience
Pernas Research
- Long/short equity ideas
- Focus on special situations
Market Research
Market Sentiment
- Broad market research
- Good for understanding macro trends
310 Value
- Focus on compounders and value plays
- Long-term perspective
Deep Value & Small Caps
Clark Square Cap
- Specializes in overlooked stocks
- Strong special situations analysis
John Hempton’s Newsletter
- Insights from a seasoned long/short investor
- Known for detailed research
Generals and Workouts
- Benjamin Graham-style deep value investing
- Focus on special situations
Micro & Nano Caps
Stock Narratives
- Smart microcap analysis
- Focus on undiscovered opportunities
NoNameStocks
- Ultra-small cap focus
- Finds opportunities others can’t cover
Conclusion
Don’t try to read all of these at once.
Pick 2-3 that match your investment style.
The best newsletters are the ones you actually read and act on.