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 | 76 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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onlyfin.substack.comLatest Issues
Jul 2026 - The Tide Goes Out
Here is why I am playing defence even with the market near its highs.
Last month I mentioned I was positioning with one foot out the door. This month I’ve become a little more defensive. Not because the market has rolled over, but because...
Gem Finder Jun 2026 - The Under-Owned Data Governance Platform
Profitable, Temasek-backed, growing recurring revenue for twelve straight quarters, and down more than 40%.
Every technology gold rush has two trades. There are the miners everyone chases, and there are the unglamorous companies that sell...
Portfolio Pulse - Jun 2026
Overall Performance
May tested every thesis at once and held. The stagflation anxiety of the first fortnight gave way into month-end as a strong NVIDIA print, a sharp oil reversal, and a softer-than-feared core inflation read flipped...
Jun 2026 - Bubble or not, the Melt Up is Real
Melt ups are exhilarating but usually don't end well for most. Here's how I'm positioning with one foot out the door.
May 2026 was the month the market tested every thesis at once and came out the other side still standing. After the stagf...
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...
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| Subscribers | Engagement | 64 | 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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