Substacks recommended by Ben Buchanan

Recommended by Ben Buchanan

Improving health, no matter your starting point

My sister and her husband are family medicine physicians focused on metabolic health, performance optimization, and healthy living broadly. This is their new Substack and I'll be helping them get it started (both w/ guest writing and spreading the word), hope you enjoy!

- Ben Buchanan

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Compounding quality is an exceptional source to learn about pretty much any of the most important investing concepts, with lots of references and anecdotes around the world's top investing minds (e.g. Warren Buffet). You'll find timeless posts on things like Moats, Free Cash Flow, how to identify long-term compounders, and the big ideas that can be gleaned from the investors who successfully compounded for decades.

- Ben Buchanan

Consume Your Own Tech Investing

By BT Capital Agency LLC

Covering human psychology in investing, consumer, and tech sectors. It is also about managing a portfolio based on your "personality tech." The author is a seasoned investor/tech startup co-founder pursuing a grad degree in clinical mental health.

Maverick Equity Research

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Fallacy Alarm

By Rene Bruentrup

Blending single stock, macro and thematic research into powerful bull and bear cases.

Covers a variety of financial topics from current macro to individual equities to long term trends - written by a really unique "polymath" style thinker who I find keeps my mind on its toes.

- Ben Buchanan

Investment Ideas by Antonio

By Antonio Linares

Early AMD and Tesla investor, with a 2,500% return since 2014. Gain insights into my research process by reading my deep dives. One free deep dive per month. Deep dive updates for paid subscribers only.

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

Sharp semiconductor analyst covering a wide range of topics within the space

- Ben Buchanan

TSOH Investment Research

By Alex Morris (TSOH Investment Research)

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".

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

Conor does a great job of curating interesting topics he's read about within finance, published bi-weekly. Also does periodic dives into businesses. A great all-around follow for folks interested in finance.

- Ben Buchanan

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Top-notch deep analysis on semiconductor space, my go-to source.

- Ben Buchanan

01Core

Recommended by Ben Buchanan