A German M&A advisory blog written by an advisor who sells sell-side services, covering advisor fees, due diligence and the investment memorandum in company sales. Its practical breakdowns of costs and buyer checks are useful, though the content doubles as marketing for the firm.
Website: https://blog.exitbuddies.de/
A gaming-industry newsletter tracking venture capital, private equity and M&A deals alongside public gaming company stock moves. It combines weekly market recaps with data-driven valuation reports and funding analysis.
Analyses oil and gas companies, deals and geopolitics from an equity investor's perspective, covering topics such as Venezuela's reopening, Kurdistan upstream mergers and Gran Tierra's asset sale. Issues combine specific figures with a clear point of view on what transactions mean for shareholders.
Weekly independent analysis of the satellite communications industry, including trackers of pending satellite deals and spectrum transfers, deep dives into orbital data center economics, and commentary on LEO broadband policy. Written by a veteran of the operator and ground-segment side, it gives sourced figures, status updates and practical implications for business buyers.
A deep-dive equity research newsletter covering M&A, IPO and SPAC deal flow, with a multi-part analysis of CoreWeave's debt structure and a valuation model for Lam Research. It is useful for investors who want rebuilt debt analysis and valuation work rather than headline news.
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