Substacks recommended by Arny Trezzi

Recommended by Arny Trezzi

Equity research that specializes in intrinsic valuation and identifying businesses that fit our definition of a true “fortress business.”

If there is a financial detail that is worth noting, Emir will spot it.

- Arny Trezzi

Artificial Intelligence in Monaco

By Artificial Intelligence Monaco

Artificial intelligence research firm based in the Principality. We help clients navigate the AI landscape.

GabGrowth

Deep Equity Research, Market Analysis, Thematic Insights. I write about generational companies that go unnoticed.

Natan’s Substack

My personal Substack

High Growth Investing

By Stefan Waldhauser

Weekly Investment Ideas and Stock-Picking Strategy for Public Tech and Growth Companies.

Rare and clear insights from an experienced investor.

- Arny Trezzi

Fede's Portfolio

By federico wengi

I am a VC tech investor that loves chatting about stocks and showing how I invest my personal money. Not investment advice, views are my own only.

Generative Value

By Eric

Sharing learnings about tech & business.

Generative Value is where deep tech understanding matches sound investment principles.

- Arny Trezzi

Tech Investments

By Tech Fund

In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.

Outperforming the Market

By Simple Investing

Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager

From 0 to 1 in the Stock Market

By Giuliano

Meditations about investing and equity research.

Palantir Bullets

By Arny Trezzi

Spot market asymmetries with an early investor (+15x return) and former equity analyst.

Maverick Equity Research

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

StockOpine’s Newsletter

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

Deep research on a curated list of quality companies.

- Arny Trezzi

The Finance Corner

By Kostadin Ristovski

Independent Equity Research

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.

The Wolf of Harcourt Street

Understanding the world of investing, one number at a time

Deep. Professional. Transparent. A must read for stock pickers.

- Arny Trezzi