thecapillary alternatives: newsletters like it
24 newsletters in the NewsletterFIT index cover the same topics as thecapillary (ServiceNow stock valuation, free cash flow analysis and stock-based compensation and buybacks). The closest matches are Ascension Investment, David Senra and Solo Capitalist. They are ranked by how many topics they share with it, then by publicly shown subscribers.
Updated Nov 15, 2026 · ranked by shared topics, then publicly shown subscribers · methodology
About thecapillary
The Capillary publishes long-form financial analysis on specific topics like ServiceNow valuation, AI economics, and investing psychology. It targets individual investors seeking deep dives into market mechanics and…
- ServiceNow stock valuation
- free cash flow analysis
- stock-based compensation and buybacks
- AI ACV growth
- 1Ascension Investment94K subscribers
SubstackMonthly or less · last post Aug 25, 2026
"Sự bình tĩnh không đến từ khả năng dự báo. Nó đến từ việc bạn đã chuẩn bị gì cho những điều mình không thể dự báo"
Likely audience: Policy makers
1 shared topic
- 2David Senra21K subscribers
SubstackMonthly or less · last post Sep 4, 2026
Learn from history's greatest founders.
Likely audience: Entrepreneurs
1 shared topic
- 3Solo Capitalist18K subscribers
SubstackEvery two weeks · last post 11 days ago
High-conviction, concentrated investing. One deep-dive per week into the companies and sectors where a single position can define a portfolio.
Likely audience: Individual investors
1 shared topic
- 4美股送分題16K subscribers
SubstackSeveral times a week · last post 4 days ago
From recent posts: 美股送分題 publishes monthly deep-dive analyses on US equities, specifically focusing on valuation modeling, AI infrastructure financing, and institutional investment frameworks for sectors like cloud computing and…
Likely audience: Portfolio managers
1 shared topic
- 5Fintech Inside10K subscribers
Substacklast post Aug 2, 2026
Fintech Inside distills the most important developments shaping financial innovation in India. Get smart, nuanced insights without the noise.
Likely audience: Fintech investors
1 shared topic
- 6Kerman Kohli9K subscribers
SubstackMonthly or less · last post 26 days ago
thinking in systems. data, identity, growth and war stories from being a founder in crypto.
Likely audience: AI infrastructure investors
1 shared topic
- 7The Boring Finance Guy8K subscribers
SubstackSeveral times a week · last post 13 days ago
The architecture of long-term wealth. We skip the hype and focus on the systems, data, and 'boring' discipline required to build a fortress-grade portfolio.
Likely audience: investors
1 shared topic
- 8Principles and Provocations7K subscribers
SubstackMonthly or less · last post 19 days ago
From recent posts: Principles and Provocations publishes in-depth articles analyzing systemic risks in AI infrastructure, fiscal policy, and global supply chains. The publication targets readers interested in the intersection of…
Likely audience: Infrastructure investors
1 shared topic
- 9Gerard’s Substack4K subscribers
SubstackEvery two weeks · last post 28 days ago
From recent posts: Gerard's Substack publishes long-form analysis on the intersection of artificial intelligence, energy markets, and industrial policy, focusing on European economic shifts and investment risks. The content targets…
Likely audience: Venture capitalists
1 shared topic
- 10Superfluid3K subscribers
Substacklast post May 19, 2026
A newsletter for VCs, founders and startup operators
Likely audience: Founders and startup builders
1 shared topic
- 11Tidefall Capital2K subscribers
Substacklast post Jun 15, 2026
Stocks
Likely audience: Value investors
1 shared topic
- 12Outside The Index1K subscribers
SubstackMonthly or less · last post 15 days ago
From recent posts: Outside The Index publishes corporate finance analysis focused on individual public companies, covering M&A deals, capital allocation decisions, and valuation gaps. It is written for investors and readers interested in…
Likely audience: Investors
1 shared topic
- 13
SubstackSeveral times a week · last post 9 days ago
Empowering modern investors with institutional-grade markets and investment research.
Likely audience: Portfolio managers
1 shared topic
- 14
SubstackSeveral times a week · last post 8 days ago
Deep Dive Analysis of (mainly) the UK stock market, and particularly overlooked small caps. If you enjoy and value the Oak Bloke articles/videos/podcasts please contribute to the Emmaus fundraiser. These articles are…
Likely audience: financial analysts
1 shared topic
- 15
SubstackWeekly · last post 7 days ago
From recent posts: AlphaDoc publishes a mix of investment analysis and personal essays. Recent issues cover AI infrastructure capital allocation and stock analysis for companies like Everpure and Aeluma, alongside cultural commentary on…
Likely audience: investors
1 shared topic
- 16
SubstackWeekly · last post 13 days ago
Lo que un gestor de fondos no suele contar: dónde pone el dinero, por qué y en qué se equivoca. Sin humo y sin vender por ruido. Por Gustavo Rojas, gestor de Ultra Valorem.
Likely audience: investors
1 shared topic
- 17
SubstackSeveral times a week · last post 9 days ago
Our goal is to help people Make Money in the markets using Cycles, Seasonality, Technical Analysis, Fundamental Analysis, Inter-market Analysis, Market Internals & Macro. We take a "Use What Works" approach to provide a…
Likely audience: investors
1 shared topic
- 18
SubstackEvery two weeks · last post 17 days ago
From recent posts: Balancing Act publishes in-depth articles on the intersection of AI, venture capital, and startup operations for founders and investors. The content focuses on hiring strategies, robotics deployment, and market…
Likely audience: Angel Investors
1 shared topic
- 19
SubstackWeekly · last post 8 days ago
I am Elena Luneva. I work at the intersection of people, craft, and business. I write about leadership, product management, GTM, the future and how AI is shaping it.
Likely audience: CFOs
1 shared topic
- 20
SubstackWeekly · last post 11 days ago
Frameworks for thinking like a value investor, moats, valuation, capital allocation, and the mistakes along the way. No signals, no hype.
Likely audience: investors
1 shared topic
- 21
SubstackSeveral times a week · last post 8 days ago
Likely audience: investors
1 shared topic
- 22
SubstackSeveral times a week · last post 7 days ago
Likely audience: Investors analyzing tech sector earnings
1 shared topic
- 23
LinkedInEvery two weeks · last post 30 days ago
Featuring insightful articles on Company and Industry News
Likely audience: maritime investors
1 shared topic
- 24
LinkedInEvery two weeks · last post 28 days ago
All about green energy
Likely audience: Board members and executives
1 shared topic
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