taesch
taesch


TMT Breakout
by TMT Breakout

a16z
by a16z

Base Hit Investing
by John Huber

The Borlaug Report
by Borlaug

Bristlemoon Capital
by Bristlemoon Capital

Cassandra Unchained
by Michael Burry

Consumer Spec
by Consumer Spec

DB Software Musings
by DB

FT Alphaville
by FT Alphaville

IFP
by IFP

Investment Talk
by Conor Mac

Jake's Substack
by Jake Barfield

Joe Frankenfield
by Joe Frankenfield

Latticework by MOI Global
by John Mihaljevic

Mark’s Equity Research
by Mark Hogan

Mostly metrics
by CJ Gustafson

Nassim Nicholas Taleb
by Nassim Nicholas Taleb

Platform Aeronaut
by Thomas Reiner

Podcast Alpha
by Podcast Alpha

Prepared Research
by Prepared Research

Rev_Cap
by Rev_Cap

SaaSletter
by Matt Harney

Stan
by Stan

Stealing Signs
by Jackson Bubala

StreetSignal
by StreetSignal

Tech takes from the cheap seats
by Portsea Capital

Thoughts from Arrakis
by Gavin Baker