A value-oriented investing newsletter by KNA Capital's Todd Wenning on quality businesses with economic moats, portfolio strategy, and investor behavior. Issues mix company profiles like Howden Joinery, macro commentary on rates and AI, and podcast appearances.
Website: https://www.flyoverstocks.com
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.
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.
Analysis of the AI investment cycle, covering metrics such as revenue coverage of AI capital costs, data center power constraints, and company earnings signals. It also includes weekly research picks on AI and economics from the Exponential View research desk.
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