Bearstone

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 write‑ups.

Paid Subcription Benefits

• What I’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.