A Traditional Chinese investing newsletter offering deep dives on AI infrastructure companies, earnings analyses such as TSMC's, and weekly market commentary. It aims to help readers build their own investment decision framework rather than chase stock tips.
Website: https://www.fomosoc.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.
An LP-focused newsletter that analyzes private credit, private equity and commercial real estate, often using original data pulled from BDC filings. Readers get data-driven analysis of signals like PIK interest, valuation practices and CMBS delinquencies, plus a weekly roundup of sector news.
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.
Long-form equity research memos on small and mid-cap space, semiconductor, hardware and defense technology stocks, built from primary filings, federal award records and orbital data. Each piece includes valuation context, bull and bear cases, and dated tripwires to watch.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
