Substacks recommended by everyonehatespoetry | Everyone Hates Poetry Research

Recommended by everyonehatespoetry

I cover these themes on Archetype Capital: 1. Small-cap AI enablers & semis 2. Japan & SEA value chains 3. Undercovered small-cap AI beneficiaries

Dragonfly Investing

Macroeconomics and Investing

Canadian Value Investors’ Substack

By CanadianValueInvestors Substack

Value investing blog focused on under-followed misunderstood companies, primarily small caps.

Clark Square Capital's Ultimate Value

Fundamental research focused on overlooked companies and special situations.

Phenom Capital

Inflexio Research

Small and micro-cap investing research

Daikoku Capital

Searching for deeply undervalued securities across the globe. https://twitter.com/DaikokuCap

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