Cody Shirk alternatives: newsletters like it
24 newsletters in the NewsletterFIT index cover the same topics as Cody Shirk (emerging markets, market concentration and tech stock dominance). The closest matches are Compounding Quality , The Chatter by Zerodha and Investment Talk. They are ranked by how many topics they share with it, then by publicly shown subscribers.
Updated Nov 7, 2026 · ranked by shared topics, then publicly shown subscribers · methodology
About Cody Shirk
Fund manager w/ 20+ years traveling the world in search of hidden investments. These are the wins, losses, and future opportunities I'm looking at.
- emerging markets
- market concentration
- tech stock dominance
- value investing
- 1Compounding Quality 531K subscribers
SubstackSeveral times a week · last post 6 days ago
From recent posts: Compounding Quality publishes monthly stock market analysis and portfolio updates focused on value investing, serial acquirers, and companies with strong balance sheets. The publication targets investors seeking…
Likely audience: portfolio managers
1 shared topic
- 2The Chatter by Zerodha47K subscribers
SubstackWeekly · last post 8 days ago
A newsletter where we dig through what India’s biggest companies are saying and bring you the most interesting bits of insight, whether about the business, its sector, or the wider economy.
Likely audience: Financial analysts
1 shared topic
- 3Investment Talk26K subscribers
SubstackMonthly or less · last post Aug 19, 2026
Essays about the stock market, finance, and human behaviour.
Likely audience: Financial analysts
1 shared topic
- 4Artemis Big Fundamentals25K subscribers
SubstackWeekly · last post 8 days ago
Understand who are the winners and losers in AI and digital finance. We believe fundamentals matter in investing.
Likely audience: Crypto investors
1 shared topic
- 5Base Hit Investing25K subscribers
SubstackMonthly or less · last post 26 days ago
From recent posts: Base Hit Investing publishes weekly essays on value investing, market inefficiencies, and specific stock opportunities across sectors like banking, energy, and telecommunications. The publication targets investors…
Likely audience: value investors
1 shared topic
- 6Behind the Balance Sheet24K subscribers
SubstackWeekly · last post 6 days ago
From recent posts: Behind the Balance Sheet publishes a weekly mix of long-form essays, podcast interviews, and industry analysis covering value investing, private equity, behavioral economics, and AI. The publication targets investors…
Likely audience: value investors
1 shared topic
- 7ETF Shelf20K subscribers
Substacklast post Jul 9, 2026
From recent posts: ETF Shelf publishes weekly reviews of new ETF launches and market trend charts using the ROAR Score methodology to evaluate structural innovation and risk. It targets investors seeking data-driven analysis on specific…
Likely audience: ETF traders
1 shared topic
- 8Trader Ferg19K subscribers
SubstackSeveral times a week · last post 6 days ago
From recent posts: Trader Ferg publishes weekly macro analysis and market observations from the perspective of a retail trader, covering topics like global flows, energy infrastructure, and private credit. The content mixes deep-dive…
Likely audience: Portfolio managers
1 shared topic
- 9SuperJoost Playlist18K subscribers
SubstackWeekly · last post 8 days ago
A weekly take on gaming, tech, and entertainment by business professor and author, Joost van Dreunen.
Likely audience: Game industry analysts
1 shared topic
- 10The Garay Brief16K subscribers
SubstackSeveral times a week · last post 4 days ago
From recent posts: The Garay Brief publishes monthly data reports on Peru's agricultural and industrial exports, covering commodities such as rice, alpaca rugs, gold, and palo santo. It serves importers, exporters, and investors seeking…
Likely audience: Supply chain managers
1 shared topic
- 11The Megatrend Investor10K subscribers
SubstackMonthly or less · last post 23 days ago
From recent posts: The Megatrend Investor publishes in-depth fundamental analysis and investment frameworks for the Indian stock market, covering sectors like autos and logistics while teaching value investing principles. The publication…
Likely audience: Individual investors
1 shared topic
- 12Daily Market Insights9K subscribers
SubstackSeveral times a week · last post 4 days ago
Actionable Intelligence for Navigating Dynamic Markets
Likely audience: Asset managers
1 shared topic
- 13Emanuele Bonanni7K subscribers
SubstackWeekly · last post 4 days ago
Not financial advice. This is my life — my trading life.
Likely audience: financial analysts
1 shared topic
- 14WorldStocks Investment Research7K subscribers
SubstackEvery two weeks · last post 17 days ago
Tesis y artículos de inversión en empresas de calidad con un enfoque empresarial.
Likely audience: Individual investors
1 shared topic
- 15weekly’s Substack4K subscribers
SubstackWeekly · last post 6 days ago
From recent posts: WeeklyWanted publishes deep-dive articles on stock market analysis, business valuation, and investment strategy for individual investors. The publication mixes long-form educational frameworks with specific company…
Likely audience: individual investors
1 shared topic
- 16Multilateral Development Bank Jobs3K subscribers
SubstackSeveral times a week · last post 5 days ago
From recent posts: This publication primarily delivers curated job listings for multilateral development banks and UN organizations, supplemented by occasional articles on development finance and banking strategy. It serves professionals…
Likely audience: Career professionals seeking international roles
1 shared topic
- 17Alexander’s Newsletter3K subscribers
SubstackEvery two weeks · last post 9 days ago
Alexander's Newsletter includes content related to investments, risk management, and nowcasting. And, ideally, applied wisdom.
Likely audience: Investment analysts
1 shared topic
- 18India Dispatch3K subscribers
SubstackMonthly or less · last post 5 days ago
Insights and commentary on India market, VCs and startups.
Likely audience: Global supply chain analysts
1 shared topic
- 19The Investors Newsletter3K subscribers
SubstackMonthly or less · last post 52 days ago
From recent posts: The Investors Newsletter publishes articles on value investing, retirement planning, and portfolio allocation strategies for individuals aged 20 to 65+. It mixes educational essays with promotional content for paid…
Likely audience: individual investors
1 shared topic
- 20Emerging Market Skeptic1K subscribers
SubstackSeveral times a week · last post 5 days ago
Emerging market stock picks by EM Funds + Investing in emerging market stocks, ADRs, GDRs, ETFs, mutual funds, closed-end funds + reality...
Likely audience: Emerging market investors
1 shared topic
- 21Unfair Advantage 1K subscribers
SubstackWeekly · last post 2 days ago
From recent posts: Unfair Advantage publishes weekly investment analysis and stock research covering value investing, business models, and emerging AI tools in finance. The content features deep dives into specific companies like Wise PLC…
Likely audience: Value investors
1 shared topic
- 22West St. Investing1K subscribers
SubstackMonthly or less · last post Sep 2, 2026
From recent posts: West St. Investing publishes long-form essays on value investing and personal development, featuring content from Warren Buffett, Charlie Munger, and other figures. The publication targets readers interested in…
Likely audience: Value investors
1 shared topic
- 23Vision Investing Viewpoints1K subscribers
SubstackMonthly or less · last post 14 days ago
From recent posts: Vision Investing Viewpoints publishes quarterly letters and essays on value investing, personal development, and technical computing topics. The publication mixes portfolio management strategies with philosophical…
Likely audience: entrepreneurs
1 shared topic
- 24
beehiivWeekly · last post 3 days ago
Pulse of the Global Islamic Economy
Likely audience: Islamic finance professionals
1 shared topic
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