Substacks recommended by Edwin Dorsey

Recommended by Edwin Dorsey

Top performing hedge fund manager (TMR Capital) helping other investors / All my liquid net worth is invested in the Portfolio

Ted is an incredibly thoughtful investor with a history of compounding above the market. I enjoy talking to Ted because he does his own work to generate independent ideas.

- Edwin Dorsey

The Value Road

I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.

For microcap stock ideas, there is no one I trust more than Lee. He has a great track record and is a clear and straightforward writer.

- Edwin Dorsey

Timyan® Bank Alert

By Phil Timyan

Insights and opportunities for community bank stock investors

When analyzing community banks, there is no one I trust more than Phil Timyan.

- Edwin Dorsey

Deep Quarry

By Olga Usvyatsky

Using data to uncover trends in disclosure and reporting.

The best commentary on SEC comment letters.

- Edwin Dorsey

Altay Capital - Mostly Value Investing

By AltayCap

A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!

The best source for finding deep value in Japanese stocks. I've learned a ton reading Altay Capital and you will too.

- Edwin Dorsey

Clark Square Capital's Ultimate Value

Fundamental research focused on overlooked companies and special situations.

Great commentary on deep value and special situations stocks.

- Edwin Dorsey

The Equity Analyst

By Richard Toad

Public equity investing insights: fund regional primers, fund deep dives, and career tips.

The Equity Analyst is a must-read for any aspiring hedge fund manager.

- Edwin Dorsey

Nat Stewart - Stock Picking Newsletter

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

Nat is a phenomenal microcap investor, and his newsletter is always an immediate read and joyful surprise when it's in my inbox. This is your newsletter if you care about finding deep value in microcaps.

- Edwin Dorsey