Recommended by Conor Mac
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Not your typical financial newsletter. Devin's curiosity bleeds through writing style, structure and content-matter of Invariant. I am never quite sure what I will receive in my inbox, but it's always high quality and off the beaten track, and that's why I enjoy it.
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Mav has an unrelenting work ethic, and is a master of putting out quality, consistent, and visually appealing newsletters on all things macro and markets. A must read.
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
Alex’s research is a genuine component to my research process. The equivalent to outsourcing an analyst.