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Publications Liberty 💚 🥃 reads and thinks you should too.
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SemiAnalysis
By Dylan Patel
Bridging the gap between the world's most important industry, semiconductors, and business.
“Semiconductors goodness!”
— Liberty 💚 🥃
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Frederik G.
By Frederik Gieschen
Diary of a wandering soul. 🌀
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Doomberg
A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.
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Market Sentiment
Market Sentiment is focused on one question: when AI makes intelligence cheap, which companies stand to benefit? Subscribe to get company and thematic deep dives, earnings updates, and our model portfolio (+54% YTD).
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The Leading Edge
By Tom Morgan
Insights from Tom Morgan
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SatPost by Trung Phan
By Trungphan2
A Saturday email on the latest in tech, business and memes.
“You'll learn and you'll laugh!”
— Liberty 💚 🥃
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Genuine Impact - Because your money deserves better
We breakdown world news and complex finance topics for you to make smarter choices for your wallet.
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Compounding Quality
Ex-professional investor helping other investors | All my own money is invested in the Portfolio
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The OSVerse
By Jim O'Shaughnessy
Backing tomorrow's authors, creators & companies before the world knows their names. Home of Infinite Books, Infinite Media, the O'Shaughnessy Fellowships & the Infinite Loops podcast.
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Investment Talk
By CMac
Essays about the stock market, finance, and human behaviour.
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Strange Loop Canon
By Rohit Krishnan
“Any fool can know. The point is to understand.” ― Albert Einstein
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Shreyas Free Newsletter
By Shreyas Doshi
Candid, unique short-form essays and media by Shreyas, super-useful for some, transformative for a few - get my private product leadership seminar recording (75 min) when you subscribe.
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The VC Corner
By Ruben Dominguez
The VC Corner is where founders stay ahead: sharp news, fundraising strategies, battle-tested playbooks, and the tools to grow.
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scuttleblurb
investing
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Fabricated Knowledge
By Doug O'Laughlin
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
“Semiconductors goodness!”
— Liberty 💚 🥃
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MBI Deep Dives
Investment Research
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TSOH Investment Research
Long-term investment research with 100% portfolio transparency and prior disclosure of all trades. TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
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Net Interest
By Marc Rubinstein
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
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The Split
By Turner Novak 🍌🧢
Weekly conversations with your favorite founders, investors, and operators.
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The Founders Corner®
By Chris Tottman
Your weekly BOOST to Raise and Grow Like A Pro. Tips and Techniques used by prolific Founders.
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Yet Another Value Blog
By Andrew
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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Young Money by Jack Raines
Jack Raines' essays on all things behavioral finance, markets, work, and life.
“It's Jack! 💚 🥃 ”
— Liberty 💚 🥃
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The Transcript
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
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Jimmy Soni’s Substack
Essays and notes on books, writing, life, fatherhood, publishing, and anything else that strikes me.
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Jeremy Giffon
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Cost of Glory by Alex Petkas
Newsletter of the Cost of Glory - a Podcast on the Art of Heroism
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MT Capital Research
I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.
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