Substacks recommended by Michael Walsh | Walsh Investment Strategy

Recommended by Michael Walsh

Inevitability Research

By Sophie

Investment Analysis & Technology Insights

Always fun reads with a bent for investing.

- Michael Walsh

Spencer’s Substack

exploring my curiosity. bringing reality into focus philosophy, learning, tech, entrepreneurship, parenting, health, and more.

Philosophical, but in a way that's accessible and human. Beautiful writing. Extremely authentic.

- Michael Walsh

Visual Growth

By Ash Lamb

Join thousands of growth-minded people getting visual ideas in their inbox.

Great visuals, short emails, wonderful human.

- Michael Walsh

Petty Cash

By Dean

Canadian Microcap Investing & Some Lifting

No nonsense investing and small caps

- Michael Walsh

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

Must-read for semiconductor investors

- Michael Walsh

TSOH Investment Research

By Alex Morris (TSOH Investment Research)

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Alex has a gift for writing, investing, and excellence. If you're an investor, I highly suggest you subscribe to his work.

- Michael Walsh