An ex-activist investor writes about corporate governance, incentives, strategy, board dynamics and activist campaigns, with occasional company-specific research pieces. Readers get an insider's perspective on how boards and shareholders interact.
Website: https://www.nongaap.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.
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.
Covers tax strategy for taxable investment portfolios, including ETF structures, box spreads, trader funds and Section 351 exchanges, with commentary on new Treasury guidance. Mixes written analysis with podcast episodes featuring tax academics.
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