Substacks recommended by Patient Returns

Recommended by Patient Returns

Monthly, data-driven insights on U.S. equities and macro trends — clear, concise, and actionable.

Short anecdotes digestible, but more important interesting articles.

- Patient Returns

The Valuation Framework (TVF) turns market and sector news into clear economic models and links those themes to company deep dives that translate insights into valuation.

James Stawicki

Very good deep dives and interesting!

- Patient Returns

High Agency

By George Mack

Who do you call when stuck in a 3rd world jail cell? That's the highest agency person you know.

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts