Substacks recommended by Rebound Capital

Recommended by Rebound Capital

Long-Term Investor with a Value Mindset. Here you can find Deep dives, Not so Deep dives, Portfolio updates, my buys/sells and earnings reviews

Market Sentiment

Deep research into the bottlenecks of the AI world.

Data-backed investment insights.

- Rebound Capital

The Setup Factory

Welcome to TSF. • A 4x weekly swing trading publication • A private Discord community of 400+ traders • The Setup Factory Analytics Platform— a proprietary thematic relative strength and stock screening platform thesetupfactory.com

Best Anchor Stocks

By Leandro

In-depth research on High-Quality Companies and much more.

Compounding Dividends

A newsletter about Dividend Investing from an ex-professional investor | REAL money is invested in the Portfolio.

Hidden Gems Investing

By Chris Waller

30 page reports and primary research on 'hidden gems' in the small cap value space.

Just as the name suggests :)

- Rebound Capital

Jason's Chips

semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor

All things Semiconductors

- Rebound Capital

Macro Charts

30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.

Compounding Quality

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

Multibagger Ideas

I research and share thesis-driven ideas on potential multibaggers. Not financial advice.

Just as the name suggests :)

- Rebound Capital

Investinq

By Stockmarket.News

Strategic Macro Research

The best place to get your stock market news!

- Rebound Capital

Cassandra Unchained

By Michael Burry

Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.

It's Michael Burry! What more should I say?

- Rebound Capital

Doomberg

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Capital Flows

Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.

You picked the right stock! But did you consider the macro first?

- Rebound Capital

Heavy Moat Investments

Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.

The perfect place for finding monopoly companies.

- Rebound Capital