Conor Maguire | Value Situations

Research Newsletters Beyond top-of-funnel, most paid newsletters, including mine, offer bottom-up fundamental research. These fall into two buckets: Generalist This is by far the most crowded category, where success comes down to one thing: quality. Besides Byron Street Research, which I’m too biased to exclude, others I personally recommend (in alphabetical order) are the following: • Base Hit Investing (@JohnHuber72) • Best Anchor Stocks (@Invesquotes) • Bristlemoon Capital (@GHadjia) • Cedar Grove Capital Management (@cedargrovecm, @paulcerro) • Clark Square Capital's Ultimate Value (@ClarkSquareCap) • Dirtcheapstocks (@dirtcheapstocks) • Eagle Point Capital • Nat Stewart - Stock Picking Newsletter (@natstewart5) • Overlooked Alpha (@OverlookedAlpha) • Pernas Research (@pernasresearch) • scuttleblurb (@scuttleblurb) • The Mikro Kap (@david_katunaric) • Treasure Hunting (@SebKrog) • Turtles Research • Under-Followed-Stocks (@mavix_leon) • Value Don't Lie (@valuedontlie) • Value Situations (@ValueSituations) Niche To avoid competing with the masses of generalist newsletters, some have picked specialized niches, focusing on a specific geography, strategy, or sector. A few must-follows: GEOGRAPHY • Asian Century Stock (@MikeFritzell): Asia • Altay Capital (@AltayCapital): Japan • Emerging Value (@ReturnsJourney): Europe & EM • French Hidden Champions (@FoxCastlehold): France • Ian’s Insider Corner (@irbezek): LatAm • Brazil Stocks (@BrazilStocksBR): Brazil STRATEGY • Special Situation Investments (@InvestSpecial): Special sits • Special Situations Research Newsletter (@SpecialSitsNews): Special sits • Stock Spinoff Investing (@stockspinoffss): Spinoffs • Valorem Research (@LionelHutz_Esq, @ValoremResearch): Legal special sits • Nongaap Investing (@NonGaap): Activism • The Bear Cave (@BearCaveEmail, @StockJabber): Short ideas • Herb on the Street (@herbgreenberg): Short ideas • Unicus Research (@UnicusResearch): Short ideas SECTOR • Net Interest (@MarcRuby): Financials • HHHYPERGROWTH (@hhhypergrowth): Tech As a generalist, I haven’t explored many of the sector-specific ones yet, so pls drop your favorites in the replies