Investment theses in Small Caps & Macroeconomic analysis alternatives: newsletters like it

19 newsletters in the NewsletterFIT index cover the same topics as Investment theses in Small Caps & Macroeconomic analysis (Equity research, Aviation infrastructure and Concession agreements). The closest matches are vladdjukanovic, Maverick Equity Research and Capital Employed. They are ranked by how many topics they share with it, then by publicly shown subscribers.

Updated Nov 12, 2026 · ranked by shared topics, then publicly shown subscribers · methodology

About Investment theses in Small Caps & Macroeconomic analysis

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox

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  1. 1

    SubstackEvery two weeks · last post 15 days ago

    Likely audience: Individual investors

    2 shared topics

  2. 2

    SubstackEvery two weeks · last post 17 days ago

    From recent posts: Maverick Equity Research publishes weekly data-driven charts and analysis on U.S. macroeconomic indicators, equity research, and specific stock performance for individual investors. The publication mixes macroeconomic…

    Likely audience: Individual investors

    1 shared topic

  3. 3
    Capital Employed8K subscribers

    SubstackSeveral times a week · last post 10 days ago

    From recent posts: Capital Employed publishes a rotating mix of exclusive stock pitches from fund managers and in-depth interviews with portfolio managers. The content focuses on value investing, equity analysis, and asset allocation…

    Likely audience: Portfolio managers

    1 shared topic

  4. 4
    KEDM7K subscribers

    SubstackWeekly · last post 8 days ago

    Substack page of KEDM (kedm.com). We flag 30+ actionable event-driven and special situations, each week.

    Likely audience: event-driven traders

    1 shared topic

  5. 5

    SubstackWeekly · last post 9 days ago

    Equity research that specializes in intrinsic valuation and identifying businesses that fit our definition of a true “fortress business.”

    Likely audience: Equity researchers

    1 shared topic

  6. 6
    Deal Flow Digest3K subscribers

    SubstackMonthly or less · last post 9 days ago

    From recent posts: Deal Flow Digest publishes weekly deep-dive articles on venture capital performance, crypto market dynamics, and private credit risks for investors and founders. The publication covers topics ranging from declining IRRs…

    Likely audience: Venture Capital Partners

    1 shared topic

  7. 7
    Kairos Research2K subscribers

    SubstackMonthly or less · last post 40 days ago

    Likely audience: Equity researchers

    1 shared topic

  8. 8

    SubstackEvery two weeks · last post 4 days ago

    A weekend compilation of few interesting, multi-disciplinary reading links from the internet.

    Likely audience: Personal finance enthusiasts

    1 shared topic

  9. 9

    LinkedInEvery two weeks · last post 32 days ago

    Bringing positive news about the City of Joy

    Likely audience: Local business leaders

    1 shared topic

  10. 10

    LinkedInEvery two weeks · last post 28 days ago

    Find the weekly list of latest news and in-depth analysis from global air cargo industry.

    Likely audience: Air cargo executives

    1 shared topic

  11. 11

    LinkedInEvery two weeks · last post 23 days ago

    From the Belfast Telegraph. Sign up to our other newsletters here: https://member.belfasttelegraph.co.uk/newsletter

    Likely audience: Regional business leaders

    1 shared topic

  12. 12

    LinkedInEvery two weeks · last post 27 days ago

    Keep your hand on the pulse of the latest developments driving sustainability in aviation.

    Likely audience: Aviation industry professionals

    1 shared topic

  13. 13

    LinkedInEvery two weeks · last post 29 days ago

    Stay up to date on the latest hedgefund market updates from around the world.

    Likely audience: Financial analysts

    1 shared topic

  14. 14

    LinkedInEvery two weeks · last post 27 days ago

    Serving as a catalyst for innovation and business transformation for our portfolio companies and our markets.

    Likely audience: Private Equity General Partners

    1 shared topic

  15. 15

    LinkedInEvery two weeks · last post 27 days ago

    Weekly insights for private markets investors

    Likely audience: Private Equity Investors

    1 shared topic

  16. 16

    SubstackMonthly or less · last post Sep 11, 2026

    Deep dives and more for growth-minded investors. Finding the next generation of compounders before everyone else.

    Likely audience: Individual investors

    1 shared topic

  17. 17

    SubstackMonthly or less · last post 7 days ago

    Equity Bits highlights global, competitively advantaged, asset-light businesses occupying emerging market-leading positions in growth industries – focusing on long ideas trading below 15x EV/EBIT, alongside the…

    Likely audience: Individual investors

    1 shared topic

  18. 18

    SubstackMonthly or less · last post Sep 10, 2026

    I love investing, this is my little personal diary.

    Likely audience: Individual investors

    1 shared topic

  19. 19

    SubstackMonthly or less · last post 58 days ago

    Reflections from an Oslo-based VC with a global perspective

    Likely audience: venture capitalists

    1 shared topic

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