Substacks recommended by Simeon McMillan

Recommended by Simeon McMillan

My personal Substack

Beating The Tide: Stock Picks That Outperform

Paid subscribers get real-time stock ideas, a weekly newsletter and access to the investment portfolio (up +53% in 2024 and 30% average per year since 2012).

Hey everyone! If you like telecom stocks, check out George Atuan’s substack - Beating the Tide. I love reading stuff from buyside investors who also did FP&A on the corp side…His work got me up to speed on T-Mobile and is very thorough. Check it out! - Accrued Interest

- Simeon McMillan

DIY Investor's Newsletter

Family man all day, engineer by day, portfolio manager by night. I’ve been trying to make investing simple for busy people like us. If that’s you too, welcome to the community!

FundamentalBottom

Bottoming out Twitter@FundamentalBottom

Our Best Jackett

By Scott Snyder

All Things Scott Snyder: In & On My Own Words

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".

Nat Stewart - Stock Picking Newsletter

Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Value Don't Lie

Quick Value - a weekly review of value investments and special situations

The Entertainment Strategy Guy

The best writing on entertainment strategy including a weekly "Streaming Ratings Report", unpacking what shows and films are winning the streaming wars.