The Snowball is an investment newsletter from an individual investor who tracks a personal stock portfolio and analyses AI infrastructure economics, including hyperscaler returns on capital, data center buildout bottlenecks and token demand. It mixes quantitative top-down and bottom-up estimates with market commentary and portfolio performance updates.
Website: https://the-snowball.ghost.io/
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.
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.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
