Substacks recommended by Arvind Srinivas

Recommended by Arvind Srinivas

Fundamental analysis of companies with valuation gaps and growth potential, from small to large caps.

Alpha in microcaps is insane and so is risk. Look no further than here. The one place elaborating both in a very organized manner.

- Arvind Srinivas

Ghost Alpha

Charts and stories from an active growth investor. Documenting what actually works, and what I learned the hard way.

One of the upcoming technicals guy in. Love his work with Charts. He is also an active growth investor like I

- Arvind Srinivas

P Equity Research

Researching equities, deep dives, financial modeling, and provide research info. Trying to find the next 100 bagger and LT compounder.

If finding obscure MOAT companies across the globe is your thing this is the place you have to be. P just focuses on the company valuations, fundamentals and offers objective views.

- Arvind Srinivas

TacticzHazel’s Substack

Long-Term Investor with a Value Mindset. Here you can find Deep dives, Not so Deep dives, Portfolio updates, my buys/sells and earnings reviews

Another account which explains themes in an excellent easy to understand manner. Epic deep dives. Helped me understand photonics like no other account could possibly do! Worth a subscription

- Arvind Srinivas

The Private Ledger

The definitive research feed for the IPO pipeline. Analyzing late stage private giants before they hit the ticker. Tracking the world’s most valuable unicorns - OpenAI, SpaceX, Anthropic, and the next wave of compounders.

One of the best accounts to follow for scoops in the private, pre-ipo names.

- Arvind Srinivas

The Asian Investor

Equity Researcher | Thematic Trader | Uncovering the picks and shovels of AI infrastructure. Companies that AI can't be built without. The second and third order plays across semiconductors, photonics, and infrastructure.

Investing can be a tough place. Asian investor offer his deep dives and breakdowns on the companies he's researching to help you build conviction on the stocks you hold.

- Arvind Srinivas

The Feeling Lab

By The Feeling lab by Prabha Acharya

PhD researcher studying emotions & why some of us struggle to understand or express feelings. Making emotional science simple and useful. 🧠

FInance is 70% mindset and 30% techincals! One of the pages that speaks how human psychology works

- Arvind Srinivas