Substacks recommended by Young Money Capital | Young Money Cap’s Newsletter

Recommended by Young Money Capital

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Devin does a great job explaining unchanging (Invaraint) companies that have high durability and should be able to produce ROIC greater than WACC for the foreseeable future.

- Young Money Capital

The Long Game

Professional investor on the buy side. This blog is a pseudo hedge fund, my investment research and general finance musings.

TLG posts about companies he currently is interested in and does a great job of breaking down his thought process towards investment.

- Young Money Capital

Giro's Newsletter

By Giro’s Newsletter

An independent investment newsletter that offers insightful analysis of LatAm's most incredible businesses and impacting events.

Giro does a great job at breaking down unit economics for many LATAM and global companies.

- Young Money Capital

Margin of Safety Investing

By Simon Handrahan

A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.

Simon dives into small and micro-cap companies that I've never heard of and puts them on my radar. Many of the companies he writes about, intrigue me enough to do additional due diligence.

- Young Money Capital

Cedar Grove Capital Management

By Paul Cerro

Multi-strategy investment fund focused on L/S, M&A Arb, and Special Situations.

Paul has a great grasp of the consumer goods industry, and does a great breaking down the companies in his investable universe.

- Young Money Capital

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

Conor is a generalist that writes about many interesting companies and he does a great job of highlighting other great content in his weekly wrap up.

- Young Money Capital