Substacks recommended by Adam Mead

Recommended by Adam Mead

Scenic Route Investing by Wagner Road

By Andrew Wagner

Investment stories inspired by taking the long way around. A Wagner Road Capital Management publication.

Liberty’s Highlights

Exploration as a Service: Investing & business, science & technology, and the arts.

Arkenstone Research

Learning and writing about banking—how returns, risk, and balance sheets interact across cycles.

I just came across Arkenstone's work. Well worth subscribing/following, especially if you're into small and microcap banks. Even if you're not a bank investor you'll learn a lot.

- Adam Mead

Behind the Balance Sheet

By Stephen Clapham

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

Construction Physics

By Brian Potter

Essays about buildings, infrastructure, and industrial technology.

TSOH Investment Research (Alex Morris)

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

Reflections of a Capital Allocator

By Martin Teigstad Moe

My name is Martin. I spend a lot of time thinking about business, and I share some of it on this platform.

Maxfield on Banks

By John Maxfield

A study of extraordinary banking and bankers.

The Rational Walk

The Rational Walk publishes articles about a wide range of topics including business, politics, investing, personal finance, history, philosophy, and books.