Substacks recommended by Tim Gallagher

Recommended by Tim Gallagher

scuttleblurb

investing

Speedwell Memos

By Speedwell Research

Comprehensive research on great public companies.

Invariant

By Devin LaSarre

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

TSOH Investment Research (Alex Morris)

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

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Unconventional Value

Recommended by Tim Gallagher