Exploration as a Service — What This Is and Isn't
Welcome to the Serendipity Engine1. Your favorite thing is out there, and you haven’t found it yet!
These are the rules of the game:
Lower your expectations. This is an outlet for sharing interesting things I find. Once in a while, I’ll have longer essays, interviews, and deep-dives. I probably won’t blow your mind, but I’ll try to expand it at least a little.
It's not just going to be about finance. I know most people who follow me on Twitter are into finance stuff. There's going to be a lot of that, but also other things. I'll label every section by topic, so if you want only finance, it'll be easy to read just that section.
It won’t be linear, feel free to jump around. Once in a while I may do a theme or narrative, but most editions won’t be like that. You can skim the sub-titles and scan the images and just read what grabs you.
I don't want this to feel like work. I want to be excited to add things to the next edition of the newsletter. The way to keep it like that is not to have a rigid schedule or format, or to feel like I have to write constant stock pitches.
I change my mind, I make mistakes. If you spot errors, factual or logical, please let me know (my DMs are open on Twitter, or you can “reply” to newsletter emails). If you read an old edition, it may contain things I no longer believe. Don't assume I'm a marble statue.
I’m not “qualified” for anything. Nothing here is investment advice or medical advice or interior decorating advice. I’ve never studied or worked in finance, or most other things I write about ¯\_(ツ)_/¯
🚨 O’Shaughnessy Ventures (OSV) 🚨
As of Spring 2023, I’ve joined OSV! More details here.
Curiosity is contagious — Pass it on!
If that sounds good to you, join the fun (1x free Edition per week along with podcasts. Paid supporters get an additional 1-2x Edition/week + access to a private Discord community):
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—David Senra, Founders Podcast
Many see being convinced of changing a position as a defeat (my arguments were weaker, I lose this one...). Make sure you see it as a victory; you should *want* to be convinced by stronger arguments. Defeat is when better arguments *don't* change your mind.
My routine has three types of work I'll loosely define as company research, books, and news (e.g. papers, earnings, blogs, daily newsletters...) @LibertyRPF's is now on my daily list. Thoughtful comments & great articles I often haven't read yet. Must read
I love @LibertyRPF's newsletter. I urge you to subscribe and see what he means about "benevolent neglect”
Liberty 💚🥃 @LibertyRPF
#FF
@LibertyRPF is one of the smartest persons I know on FinTwit. If you are not convinced, just peek through the cool newsletter he sends every other day.
One of my favorite newsletters:
Liberty @LibertyRPF
If you're looking for someone to curate valuable insights for you across technology, business, finance and you're not checking out @LibertyRPF, you're doing it wrong
Liberty 💚🥃 @LibertyRPF
@LibertyRPF @LibertyRPF , your content is fire. Always learn something new (you took me down movie special FX rabbit holes!)
I always look forward to Liberty's letter, I suggest checking it out and subscribing.
Liberty 💚🥃 @LibertyRPF
Def would recommend subscribing to @LibertyRPF newsletter. Love how it covers a variety of topics from investing & semis, to science & behavioral economics
Plus this one features yours truly in it :) w/ the recent podcast @AndrewRangeley and I did
Liberty @LibertyRPF
Among all the great Substacks that have emerged from #fintwit,
@LibertyRPF puts out my favorite.
Subscribe if you are:
- Interested in technology,
- and investing in technology,
- Generally curious / open-minded
134: Transdigm for Pools, Amazon + MGM, Heico, Cannabis Payments, John Malone, Apple Espionage, Lateralus, Scientific Citations, Citations, and Undersea Cables, by @LibertyRPF
I wrote a weekly synthesis on Wall Street for 15 years. I'm not sure I ever produced anything as consistently brilliant as @LibertyRPF. Life-enhancing, trusted-filter content.
Substacks I read
M-F @ByrneHobart
MWF @LibertyRPF
new @Fritz844 fka Asian Stocks
M @StockJabber
F @MarcRuby
F @RationalResear
F @jaminball
F+S @NikMilanovic
? @rationalwalk
? @petition
Other emails (sample)
@dealbook @zebulgar @IPOBoutique @TheTranscript_ @Sentieo blog
Connecting silos of finance, technology, media, entertainment, and arts @LibertyRPF. (Pseudonymous) Mr. Liberty's human#curation highlights offer value-add learning and inspiration. All coated in emojis.
— Johan Eklund, PiggyBack
Terrific interview. @LibertyRPF's substack and @scuttleblurb are two of my favorite things that I regularly read.
Do yourself a favor and subscribe to both!
Liberty @LibertyRPF
Okay the @AndrewRangeley thing about “I know I did good if I hit the @LibertyRPF newsletter” is 1000% true.
After reading @LibertyRPF for a number of months now, for free, it felt like I was guilty of robbery.
I am now team Liberty 🥃💚
libertyrpf.com/p/153-nvidia-x…
I'm a big fan of @LibertyRPF and I'm a subscriber to his newsletter. I think if you are a curious person and an investor, his newsletter is wonderfully insightful and worth the subscription. Excited for him on the new subscription plan.
Come for the investment content & Deadwood references...leave w/ interesting thoughts on art, tv, medicine, technology. Great stuff per usual. Looking fwd to 100 https://t.co/PDp0VF4pnE
Liberty @LibertyRPF
I like @LibertyRPF’s take on Bezos’ shareholder letter.
One of the best newsletters on fintwit https://t.co/kKYdY0PfSl
Liberty 💚🥃 @LibertyRPF
Very cool to see @LibertyRPF highlight some content from the NZS team in some recent posts.
His newsletter has quickly moved into my top two (behind SITALWeek of course 😉)
Liberty 💚🥃 @LibertyRPF
Although content mainly orbits around tech and investing, @LibertyRPF’s newsletter is unique and eclectic. It’s one of the few I volunteer to pay for. You should subscribe 👌 https://t.co/tQ2xUR5cQ0
Liberty 💚🥃 @LibertyRPF
If you don’t subscribe to @LibertyRPF daily email newsletter you really need to. Some of the most thoughtful and insightful writing I’ve consumed in a long time. The content is now part of my morning routine.
A few of the best finance and technology “top of funnel” content aggregators I’ve found:
- @LibertyRPF Libertys Highlights
- @bradsling SITALWeek
- WCM Beach Reads
All are a curated list of articles by dangerously sharp investors—easily my favorite type of newsletter
One of the best free newsletters out there 💚🥃
If you've not subscribed to this one or haven't followed @LibertyRPF yet, you are missing out!
Join using the link below 👇 https://t.co/xNqL8LlA9w
Liberty 💚🥃 @LibertyRPF
Newsletter Highlight
Most of you probably know @LibertyRPF
The rest of you should check out his newsletter. It's pretty amazing.
I was reluctant for a while, but the sheer consistent quality is astounding.
If you're on the fence check it out.
I highly recommend signing up to @LibertyRPF 's newsletter if you want to learn more about investing, how the world works and how to think better. Such a great service 👍
Liberty 💚🥃 @LibertyRPF
“I used to subscribe to:
@TheAtlantic
@TheEconomist
@NewYorker
The holy trinity for liberal east-coast intellectuals 🧐
Now I subscribe to:
@LibertyRPF
@borrowed_ideas
@TSOH_Investing
The holy trinity of #Fintwit Substacks 📊”
Me just now to @buccocapital via SMS 📱
I just subscribed to Liberty’s Highlights libertyrpf.com/?r=cxcvo&utm_m…
I made a commitment this year to pony up & pay the same each month on books & newsletters that I do on a gym membership
the return is >10x and it feels good to support writers following their passion @LibertyRPF
Alright, only one tab left to go.
Looks like it’s @LibertyRPF ‘s newsletter. Okay let’s read it.
(Opens 10 more tabs)
Disclaimer
Nothing on Liberty’s Highlights should be construed as investment advice. Do your own research.
1
William Oliver used these words to the describe the newsletter. I like it…
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