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 | 78 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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onlyfin.substack.comLatest Issues
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...
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...
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| Subscribers | Engagement | 63 | 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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