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.
Website: https://buysidedesk.com
Investment research newsletter that publishes daily commentary and full-length deep dives on public technology companies, including earnings breakdowns with financial analysis. Free excerpts give the key numbers and the author's view, with the full analysis and models behind a paywall.
Moat & Margin publishes detailed breakdowns of Indian company filings and quarterly results, focusing on deal terms, segment margins and accounting notes. Each issue tabulates figures with source tags and flags what the filings do not disclose.
Shawarma Capital publishes deep-dive equity research memos on small and mid-cap hardware, semiconductor, space-data and defense autonomy companies, with specific price data, filings analysis and dated tripwires. Readers get detailed, sourced analysis of individual tickers such as HAWK, PL and MRLN, plus shorter casual updates.
Equity research newsletter from a long-term value and growth investor, featuring company deep dives, valuation updates and reflections on investment process. Readers get detailed analysis of global stocks plus the author's own portfolio reasoning and decisions.
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