Sector niches
Aggregators, links & interviews
Capital Employed - interviews, links to stock ideas
FatAlpha - organizes conferences and interviews
Giles Capital - weekly links to stock ideas and fund letters
Latticework - John Mihaljevic’s Substack
Sunday’s Idea Brunch - interviews with great investors
Value Investing World - links to podcasts and long-form writing
Alternative data
Astutex - trend-scanning through alt-data
TickerTrends - ideas from the TickerTrends platform
Biotech
Alpha Talon - Hong Kong-based family office focusing on biotech
BiotechBonanza - Mostly US ideas, including CVRs
Energy
Bison Insights - oil & gas
Doomberg - energy, geopolitics
Golden Rock Research - focus on uranium stocks
HFI Research - oil & gas
Trader Ferg - uranium, oil & coal
Zero GCos - obscure energy stocks
Financials
Global Fintech Insider - Fintech coverage
Maxfield on Banks - discusses US commercial banks
Net Interest - Marc Rubinstein’s blog
Fixed income
Petition - junk bonds, restructurings
Junk Bond Investor - US high yield coverage
Pari Passu - restructuring ideas and news
Geopolitics
Dr Pippa - geopolitics and strategy
Healthcare
Matt Gamber’s Biotech Newsletter - large cap biotech
Healthy Stock Picks - global healthcare sector specialist
Learning
Alpha in Academia - summarizing academic finance research
Becoming Berkshire - the history of Berkshire Hathaway
Inside the Mind of Mojo - market pro discussing what he learnt from his career
Phoenix Learning - discussing the ins and outs of L/S funds and pod shops
Richard Toad - insights about the equity research industry
The Bubble Blog - market bubbles throughout history
The Financial Pen - financial market commentary
The Onveston Letter - discussing investment strategy and some ideas
Mining
AlmostMongolian - global investor in mining stocks
Material World - Ed Conway’s blog on commodities
Personal finance
Money Tips Money Hacks - master your finances
Quantitative
Ridire Research - long/short ideas from quant models
Real estate
High Yield Landlord - Jussi Askola’s blog
Shipping
Misadventures in Shipping - Ed Finley’s blog
Short-selling
Blue Orca Capital - Soren Aandahl’s activist short-selling firm
DMT Capital - Young investor with a talent for short-selling
Fugazi Research - investigative reearch
Fuzzy Panda Research - going after US promotes
Grizzly Research - Siegfried Eggert’s activist short-selling firm
The Bear Cave - Edwin Dorsey’s short ideas
Special situations
Beta’s Substatck - former buy-side trader covering special sits
Byron Street Research - small-cap ideas from a pro
Event Driven Daily - spin-offs, merger arb, tender offers, special divs
Liquidation Stocks - global liquidation ideas
Net Net Hunter - paid service screening net-nets for readers
Show me the incentives - US special situations
Special Situations Investing - Darius Tauraitis’s membership service
ToffCap - High-quality special sits ideas
TripleS Special Situations - US focus
Yet Another Value Blog - Andrew Walker’s Substack
Tech & media
41Investments - commentary on US tech stocks
AppInvestor - tracking the business of mobile apps / games
Dungeon Investing - video game stocks
Global Technology Research - AYZ’s semiconductor stock service
Materially Variant - application software
Quality Investing with René Sellmann - US tech-focus
Trading / technical analysis
TizyCharts - personal trading set-ups
The Lund Loop - Brian Lund’s trading-focused newsletter
The Data-Driven Investor - technical set-ups
Travel industry
MileHighMonk - hospitality
Tobacco
Invariant - global tobacco stocks