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Bearstone

About the Substack

Painstaking fundamental research on mispriced assets. Recommended by Dr. Michael Burry. Deep-dive investment sagas for the skeptical contrarian.

Free Subscription Benefits

  • Big-picture essays and occasional stock writeโ€‘ups.

Paid Subcription Benefits

  • What Iโ€™m actually invested in, full theses, and ongoing updates.

Paid Subscription Plans

  • $200 a month
  • $300 a year

About Bear

Equity Analyst & Founder of Bearstone. I identify wide-moat, high-FCF companies mispriced by short-term sentiment. My research focuses on deep-value rigor and capital preservation. Followed and recommended by Michael Burry.

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