Community Spotlight: MT Capital

No-nonsense, fundamental analysis.

Good morning, investors!

Today, we’re exploring another financial newsletter within the Substack community:

MT Capital Research.

Every Thursday, Matt shares extremely thorough reports on interesting tech companies — such as AMD, Nvidia, and Shopify. He employs an unbiased, no-nonsense, holistic approach to fundamental analysis, which is both refreshing and enlightening. I’m not alone in this view, as MT Capital has 5,000+ subscribers.

To start, here’s a self-reflective piece commemorating the newsletter’s one-year anniversary, followed by a couple of highly read reports to check out.

MT Capital Research 1 Year Anniversary

Nvidia ($NVDA)

Advanced Micro Devices ($AMD)

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