Alex’s Substack

Buyside investment professional with experience in both Private Equity and Public Equity markets.

My personal Substack

Occasional Deep Dives into Quality Businesses Generalist Mindset

Jake Barfield is the Portfolio Manager of Asheville Capital Management, which focuses on investing in world-class businesses before they are broadly appreciated as such. This Substack is some of his personal publications and is not financial advice.

Links related to global equities

A newsletter that provides frameworks for analyzing the financial and strategic impact of emerging technologies like GenAI.

Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

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".

SPAC-focused newsletters and analysis from SPAC Track (spactrack.io). Featuring a daily newsletter sent to paid subscribers each trading day before the market opens, and SPAC "week in review" newsletters for free subscribers sent on the weekend.

Overlooked Alpha uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.

Deep, actionable research for serious Asia-focused investors

Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"

Essays about the stock market, finance, and human behaviour.

Exposing Corporate Misconduct