The Global Guru alternatives: newsletters like it

SubstackSeveral times a week · last post 2 days ago

From recent posts: Multibagger Ideas publishes weekly small-cap stock analysis, model portfolio performance updates, and deep dives into specific company fundamentals. The publication targets individual investors seeking high-return…

Likely audience: Portfolio managers

1 shared topic

SubstackWeekly · last post 4 days ago

Intelligence-grade analysis of key industries, organizations, and live players.

Likely audience: supply chain analysts

1 shared topic

SubstackEvery two weeks · last post 12 days ago

Computer history and architecture

Likely audience: Technology industry analysts

1 shared topic

SubstackWeekly · last post 9 days ago

From recent posts: Irrational Analysis publishes weekly engineering critiques and market memos focused on semiconductor hardware, optical communications, and AI chip manufacturing. The content targets investors and industry professionals…

Likely audience: Semiconductor engineers

1 shared topic

SubstackMonthly or less · last post Sep 15, 2026

First-principles analysis of capital markets, AI, technology, and the systems shaping the future of finance.

Likely audience: AI investors

1 shared topic

SubstackSeveral times a week · last post 2 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

SubstackWeekly · last post 5 days ago

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

Likely audience: Hardware engineers

1 shared topic

SubstackSeveral times a week · last post 2 days ago

From recent posts: EquityEdge Research publishes a mix of financial reports on small-cap Indian companies and macroeconomic analysis. Recent issues cover company deep-dives into PVC manufacturing (Premier Polyfilm) and electrical…

Likely audience: retail investors

1 shared topic

SubstackWeekly · last post 6 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

SubstackWeekly · last post 3 days ago

Occasional observations about markets, data, and the broader world.

Likely audience: Portfolio managers

1 shared topic

SubstackWeekly · last post 15 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

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

SubstackWeekly · last post 10 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

SubstackEvery two weeks · last post 12 days ago

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

Likely audience: Small-cap stock analysts

1 shared topic

SubstackSeveral times a week · last post 11 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

SubstackEvery two weeks · last post 15 days ago

Likely audience: data centre industry professionals

1 shared topic

SubstackEvery two weeks · last post 27 days ago

From recent posts: Made In Japan publishes investment analysis and business strategy articles focused on Japanese markets and specific companies like Saizeriya. The publication mixes financial earnings reviews with cultural comparisons…

Likely audience: Investors

1 shared topic

SubstackEvery two weeks · last post 14 days ago

From recent posts: Donald's Substack publishes weekly market analysis covering AI infrastructure, semiconductor cycles, and Federal Reserve policy impacts on equity volatility. The publication targets investors seeking technical…

Likely audience: Portfolio managers

1 shared topic

SubstackMonthly or less · last post 27 days ago

From recent posts: David Cahn's Substack publishes weekly essays on AI market dynamics, venture capital trends, and Silicon Valley culture, targeting investors and founders navigating the current startup landscape. The content frequently…

Likely audience: Venture capitalists

1 shared topic

SubstackSeveral times a week · last post 10 days ago

From recent posts: PRIMED UP Daily publishes daily trading analysis covering stock market volatility, AI sector earnings, and oil prices driven by geopolitical tensions. It targets retail and professional traders seeking technical advice…

Likely audience: Day traders

1 shared topic

SubstackEvery two weeks · last post 16 days ago

Likely audience: buy-side investors

1 shared topic

SubstackEvery two weeks · last post 23 days ago

Asia's close sets the signal. Wall Street follows. I track global supply chains and cross-asset flows.

Likely audience: AI infrastructure investors

1 shared topic

SubstackWeekly · last post 14 days ago

Aprende cómo los inversores inteligentes multiplican su dinero a largo plazo y evitan errores que cuestan miles. Análisis estratégicos, oportunidades ocultas y decisiones basadas en datos reales. Suscríbete y empieza a…

Likely audience: investors

1 shared topic

SubstackWeekly · last post 10 days ago

Resources for researchers, practitioners, and private sector stakeholders advancing energy and industrial strategy.

Likely audience: Infrastructure planners

1 shared topic