Investment thesis newsletters

NewsletterFIT tracks 6 newsletters that cover Investment thesis as a primary topic, 5 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are Macro Notes (67K), Public Markets (19K) and M. V. Cunha's Substack (16K).

Updated Oct 30, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    Macro Notes 67K subscribers

    SubstackSeveral times a week · last post 15 days ago

    Likely audience: portfolio managers

  2. 2
    Public Markets19K subscribers

    SubstackEvery two weeks · last post 18 days ago

    Likely audience: Portfolio managers

  3. 3
    M. V. Cunha's Substack16K subscribers

    SubstackEvery two weeks · last post 21 days ago

    Likely audience: Individual investors

  4. 4
    Undervalued and undercovered7K subscribers

    SubstackEvery two weeks · last post 7 days ago

    Likely audience: Private equity professionals

  5. 5
    Outlier Capital3K subscribers

    SubstackEvery two weeks · last post 9 days ago

    Likely audience: Individual investors

  6. 6
    The 500 Hour Project—

    Substacklast post Feb 10, 2022

    Likely audience: Individual investors

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