Neckar Substack | Frederik Gieschen

Recommended by Frederik Gieschen

Liberty’s Highlights

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

A remarkable curator of interesting ideas.

- Frederik Gieschen

Compounding Quality

Professional investor (Equity Fund Manager) teaching investors. Passion for quality stocks.

The Split

By Turner Novak

Stay on top of the latest tech and startup stories.

Kingswell

Get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and many other legendary investors.

The Bear Cave

By Edwin Dorsey

Exposing Corporate Misconduct

Exposing bad companies and tracking the world of short selling.

- Frederik Gieschen

Cloud Valley

By KG

The world's first cloud museum.

Deep dive profiles of investors and entrepreneurs.

- Frederik Gieschen

What's Important?

By Sapient Snapshot

Insights from Sapient Capital

Things I Didn't Learn in School

By Paul Podolsky

Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.

The Rational Walk

The Rational Walk publishes articles for curious readers who are interested in business, investing, personal finance, history, philosophy, and books.

TSOH Investment Research Service

By Alex Morris (TSOH Investment Research)

TSOH is written by Alex Morris, a former buyside equities analyst with 10+ years of industry experience. Subscribers receive weekly investment research and 100% portfolio transparency, with the disclosure of all changes before they’re implemented.

Net Interest

By Marc Rubinstein

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.

Edelweiss Capital Research

Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.

Infinite Loops

By Jim O'Shaughnessy

Arming you with the tools & fresh perspectives required to upgrade your HumanOS and thrive in our messy, probabilistic world.

The Transcript

Weekly Quotes from Earnings Calls

Synthesis of earnings calls and business and market commentary.

- Frederik Gieschen

John Hempton's Newsletter

quirky things in finance

Behind the Balance Sheet

By Stephen Clapham

Thoughts on investing, tips on reading financial statements, book reviews and more from a former partner of a Tiger Cub. Here to help you improve your portfolio's performance.