A finance-focused newsletter offering investment research, with issues analysing SpaceX's AI compute guidance, Microsoft's earnings tied to OpenAI, and Meta's GEM ad-ranking model. Much of the substance sits behind a paywall, while free excerpts show a clear analytical voice with specific figures and a personal point of view.
Website: https://www.mbi-deepdives.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.
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.
Incomestead is a weekly governance newsletter for serious self-directed investors, checking portfolios against personal policy. Its issues explain multi-account allocation, margin utilization and assignment risk, and multi-currency tracking with worked numerical examples.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
