Modern Value Investing alternatives: newsletters like it
24 newsletters in the NewsletterFIT index cover the same topics as Modern Value Investing (Stock acquisition, Value investing and Bumble Inc.). The closest matches are Compounding Dividends, Yet Another Value Blog and Investment Talk. They are ranked by how many topics they share with it, then by publicly shown subscribers.
Updated Nov 13, 2026 · ranked by shared topics, then publicly shown subscribers · methodology
About Modern Value Investing
A finance professor investing his own money in great businesses at attractive prices, sharing in-depth research and transparent portfolio decisions.
- Stock acquisition
- Value investing
- Bumble Inc.
- AI infrastructure investment
- 1Compounding Dividends273K subscribers
SubstackSeveral times a week · last post 2 days ago
A newsletter about Dividend Investing from an ex-professional investor | REAL money is invested in the Portfolio.
Likely audience: dividend investors
1 shared topic
- 2Yet Another Value Blog27K subscribers
SubstackEvery two weeks · last post 21 days ago
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
Likely audience: value investors
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
SubstackEvery two weeks · last post 13 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 32 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
- 6Capitalist Letters24K subscribers
SubstackWeekly · last post 12 days ago
From recent posts: Capitalist Letters publishes weekly deep dives into specific stock holdings and portfolio strategies for investors seeking value investing and risk-adjusted returns. The publication focuses on fundamental analysis of…
Likely audience: Value investors
1 shared topic
- 7bhaveshsenedhun23K subscribers
SubstackMonthly or less · last post 58 days ago
First-principles analysis of capital markets, AI, technology, and the systems shaping the future of finance.
Likely audience: AI investors
1 shared topic
- 8老猫美股研究21K subscribers
SubstackSeveral times a week · last post 10 days ago
From recent posts: 老猫美股研究 publishes a mix of market analysis and thematic essays on technology and economics. Content ranges from sector-specific stock commentary (AI infrastructure, semiconductor ETFs) and industry shifts (GPU pricing…
Likely audience: investors
1 shared topic
- 9A Havenstein Moment.19K subscribers
SubstackEvery two weeks · last post 21 days ago
From recent posts: A Havenstein Moment publishes desk-clearing roundups and transcripts on inflation, Federal Reserve policy, AI infrastructure, private equity, and bond markets, mixing current financial commentary with historical…
Likely audience: investors
1 shared topic
- 10Campbell Ramble17K subscribers
SubstackWeekly · last post 13 days ago
Occasional observations about markets, data, and the broader world.
Likely audience: Portfolio managers
1 shared topic
- 11John Cousins MBA-ASAP Newsletter15K subscribers
SubstackWeekly · last post 13 days ago
Whether it's through my corporate success, my writing, or my teaching, I am committed to making a difference in the business world and helping others succeed.
Likely audience: Computer scientists
1 shared topic
- 12The Linted Ledger15K subscribers
SubstackEvery two weeks · last post Aug 25, 2026
From recent posts: A technology newsletter analyzing AI infrastructure, market valuations, and defense tech through an investor lens. Each issue pairs a macro thesis (AI capex cycles, energy costs, stock correlations) with a specific…
Likely audience: financial analysts
1 shared topic
- 13Semiconductor Business Intelligence10K subscribers
SubstackWeekly · last post 14 days ago
If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits…
Likely audience: semiconductor industry analysts
1 shared topic
- 14The Megatrend Investor10K subscribers
SubstackMonthly or less · last post 29 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
- 15Latticework by MOI Global8K subscribers
SubstackDaily · last post 10 days ago
Join Latticework free for weekly reading picks and light market and special-situation briefings from MOI Global, plus our 89-page investment wisdom book as your welcome gift.
Likely audience: Investment analysts
1 shared topic
- 16Let's Analyze7K subscribers
SubstackSeveral times a week · last post 9 days ago
Former senior analyst at a leading investment firm, now sharing how I invest my own money each week—in plain English. Join 500,000+ investors getting clear, actionable insights on stocks, crypto, and real estate.
Likely audience: market analysts
1 shared topic
- 17WorldStocks Investment Research7K subscribers
SubstackEvery two weeks · last post 23 days ago
Tesis y artículos de inversión en empresas de calidad con un enfoque empresarial.
Likely audience: Individual investors
1 shared topic
- 18Behavioral Value Investor6K subscribers
SubstackWeekly · last post 13 days ago
Helping serious long-term investors improve their process with AI tools, case studies and mental models from behavioral finance.
Likely audience: long-term investors
1 shared topic
- 19Data Centre News with Andy Davis6K subscribers
SubstackWeekly · last post 13 days ago
Likely audience: data centre industry professionals
1 shared topic
- 20weekly’s Substack4K subscribers
SubstackWeekly · last post 12 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
- 21The Investors Newsletter3K subscribers
SubstackMonthly or less · last post 58 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
- 22Cody Shirk2K subscribers
SubstackEvery two weeks · last post 17 days ago
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.
Likely audience: investors
1 shared topic
- 23starmagnoliacapital2K subscribers
SubstackMonthly or less · last post 25 days ago
Present Value of the Future is a series of thought pieces written by Star Magnolia Capital’s analysts based on our long-term thematic research projects.
Likely audience: investment managers
1 shared topic
- 24Unfair Advantage 1K subscribers
SubstackWeekly · last post 8 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
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