North America
1035 Capital Management - small cap ideas from a St Louis based investor
A Value Fund - Tim McElvaine’s fund
Alluvial Capital - Dave Waters’ fund
Analyzing Good Businesses - frequent coverage of mostly US stocks
ASB Partners - from Adam Buckstein’s fund
Base Hit Investing - John Huber’s blog
Bonhoeffer Capital Management - Keith Smith’s global value hedge fund
Bullish Growth Stocks - growth-focused investor with a long track record
Cassandra Unchained - Michael Burry’s paid Substack
Cedar Grove - US special situations
Common Sense Investing - micro-caps in Canada
D Invests - young investor sharing his journey investing, mostly in the US
Dirtcheapstocks - a popular personal investing blog
Dismissed & Asset-backed - deep value asset-backed stocks in the US
DIY Investor - diary of a US-focused private investor
Domum Capital - Canadian small caps
Eagle Point Capital - book reviews and stock ideas
Everyone Hates Poetry - North American stock pitches
Flyover Stocks - underdiscovered gems
Guardian Research - mostly North American ideas
Investing on the Spicy Side - retired investor sharing ideas
Kerrisdale - US long/short fund occasionally writes about Asian equities
Long-term Investing - discussing some of the more popular names
MBI Deep Dives - thorough deep dives on US tech
Nat Stewart - US-focused small caps
P14 Capital - undervalued SMID caps in the US
Petition - US bankruptcy coverage
On the Street - Herb Greenberg’s Substack
Security Analysis - DIY investor with a podcast and a blog
Six Sigma Capital - Market coverage and US stock ideas
Speedwell Research - high quality deep dives
The Catholic Capitalist - young investor with US stock ideas
The Dig - Francine McKenna’s accounting-focused Substack
The Illiquid Edge - US microcaps
The Science of Hitting - Alex Morris’s blog
The Value Road - Nano- and micro caps in the US
Tidefall Capital - Trevor Scott’s fund letters
Unemployed Value Degen - small cap stocks from a retired pro
Value Degen - US small caps
Value Don’t Lie - Colin King’s Substack
Yet Another Value Blog - Andrew Walker’s Substack