This newsletter publishes AI-assisted post-earnings analyses of US tech and AI stocks such as Bloom Energy, SpaceX and ASML, covering results versus expectations, segment breakdowns and management guidance. Each issue follows a fixed template with highlights and Q&A sections, and the excerpts read as formulaic and promotional rather than original reporting.
Website: https://research.wifevivi.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.
Shawarma Capital publishes deep-dive equity research memos on small and mid-cap hardware, semiconductor, space-data and defense autonomy companies, with specific price data, filings analysis and dated tripwires. Readers get detailed, sourced analysis of individual tickers such as HAWK, PL and MRLN, plus shorter casual updates.
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.
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