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 | 72 | Founded | 2 years ago | Last Issue | 12 days ago |
| Active | |||||
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onlyfin.substack.comLatest Issues
Gem Finder May 2026 - The Brokerage Mispriced as a Crypto Stock
Headline missed because crypto collapsed. Everything else accelerated.
The market has a pattern of mispricing diversified businesses as single-line businesses when one line gets too much attention. It happened to Amazon when AWS was buried...
Portfolio Pulse - May 2026
Overall Performance
April delivered the V-shape recovery I had positioned for, with the S&P 500 rallying from sub-6,400 lows in early April to close above 7,200 by month-end for the first time in history. The TACO thesis I held throug...
May 2026 - War? What War?
The market just declared the Iran war over. WTI says otherwise. Here's how I'm positioning for May.
April was the month the market decided the Iran war did not matter. The S&P 500 closed above 7,200 for the first time in history. The Magni...
Gem Finder Apr 2026 - The Makeup Artist Who Built a Billion-Dollar Brand
This Chinese cosmetics brand grew 30% while the market grew 3%
China’s cosmetics market topped RMB 1.1 trillion last year. It grew 2.8%. One company grew 30%.
Portfolio Pulse - Apr 2026
Overall Performance
The Iran war dominated everything in March. Oil above $110, gold crashing 27%, equities in freefall for five straight weeks. There was nowhere to hide except energy, and even that wasn’t enough to offset the rest....
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| Subscribers | Engagement | 65 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| 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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