OnlyFin
Wilfred Lim, CFAOnlyFin is for busy working professionals who want to invest well without spending their weekends reading research reports.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 81 | Founded | 3 years ago | Last Issue | 21 hours ago |
| Active | |||||
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onlyfin.substack.comLatest Issues
Gem Finder Aug 2026 - Semiconductor Packaging
The constraint on AI hardware is no longer the chip, it is getting it packaged
This month’s gem is a company most people outside the semiconductor industry have never heard of, and yet a great deal of the world’s silicon, and a fast-growin...
Portfolio Pulse - Aug 2026
Overall Performance
As I write this, the market is back at all-time highs. The first week of August handed us a jobs report that did not just miss but went negative, with the US economy shedding 23k jobs in July against expectations f...
Aug 2026 - The Rotation Arrives
July confirmed the rotation and the crowd turned fearful. Then one signal flipped, so I am putting my cash back to work.
Last month I told you the tide was going out, and that I had pulled both feet out the door even though the market was...
Gem Finder Jul 2026 - Social Networks the West Ignores
Nineteen analysts buy calls, zero sells. Net cash, 40% ROE, 8x earnings, and a share price down 40% from highs.
This month’s gem is a profitable technology company that grew revenue 35% last year and very nearly doubled its net profit, tha...
Portfolio Pulse - Jul 2026
Overall Performance
June was a month of two halves. A sharp AI and technology valuation scare knocked the Nasdaq lower early on and drove a rotation out of the crowded mega-cap winners and into value and small-caps, but the market shr...
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| Subscribers | Engagement | 63 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I'm a CFA charterholder and portfolio manager with over a decade of experience managing multi-asset portfolios. I write OnlyFin for busy working professionals who want to invest well without spending their weekends reading research reports.
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