mOmentUm profiles Chinese consumer brands, covering their growth, setbacks, market position and what consumers say about them. Recent issues look at the Songtsam hotel group, the revived ice cream brand Chicecream, and the controversy around critic Luo Yonghao and Yeah Gelato.
Website: https://www.the-momentum.net
Long-term equity research from a former buyside analyst, covering individual companies such as Build-A-Bear and Constellation Brands, with valuation context and capital allocation analysis. Also includes a weekly roundup with a chart and commentary on news affecting companies in the author's investable universe.
A newsletter covering Chinese consumer culture, brands and retail trends with on-the-ground reporting and data points. Issues mix a weekly roundup of brand news and statistics with occasional deep dives, such as a report from Alibaba's Apsara Conference on AI hardware.
Mammon publishes essays and profiles about money, business and culture, mixing personal anecdote with reporting on companies, products and people. Recent issues cover fan-funded film distribution, a book review of Steve Jobs's NeXT years, and a profile of a bottled water startup.
Dan Frommer's newsletter covers how and why consumers spend time and money, mixing brand and packaging analysis, original consumer research and trend reporting with a steady flow of sponsored content. Readers get commentary on consumer brands, deals and survey findings, though sponsored sections and short personal asides are a noticeable share of each issue.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
