Alex Taussig, a Lightspeed partner, writes an irregular newsletter on commerce, media, tech, investing and internet culture, typically opening with one big thought. The sampled issues cover a personal investment rationale for a restaurant business and a clear explanation of operating leverage with worked examples.
Website: https://www.firehose.vc
Aswath Damodaran, a finance professor, writes long data-driven posts on markets, interest rates, corporate earnings and valuation. Readers get charts, historical context and reasoned analysis of current market events and business questions such as venture capital incentives.
Unaudited reads Australian company filings, annual reports and accounts closely, comparing what companies disclose over time with what they say publicly. Each issue is a dry, detailed investigation of one company or sector, such as Superloop, TPG or the breakfast radio business.
Weekly essays on the financial sector from a former hedge fund manager, mixing market data, history and personal anecdotes. Readers get analysis of bank earnings, financing trends such as AI infrastructure debt, and the use of AI tools in investment research.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
