Recommended by Conor Mac
NTS is a space for myself to writes about companies I own in a concise manner. The format is brief, assumes prior knowledge of the company, no deep dives, just commentary from a shareholder’s perspective. Sporadic brain dumps, ideally no longer than 1,000 words.
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.
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.
Imagine you hired a team of analysts to go and listen to all of the earnings calls you don't have time for, boil them down into bitesize nuggets and report back to you. That is what subscribing to the Transcript is like, and that's only the surface of what they deliver.