3 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Research-driven essays on African corporate history, market structure and equity events, with a focus on East African banking, multinationals and Nairobi Securities Exchange deals. Readers get case-study narratives and strategic analysis, with downloadable PDF and PowerPoint versions.
Capital Folly publishes long-form business analysis by an author with a background in economics, covering corporate strategy, M&A and industry structure through case studies like Bombardier's aircraft ambitions, Tesla's product choices and Kellogg's history. Readers get well-structured, explanatory deep dives into why companies made the decisions they did.
An ex-activist investor writes about corporate governance, incentives, strategy, board dynamics and activist campaigns, with occasional company-specific research pieces. Readers get an insider's perspective on how boards and shareholders interact.
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