Liberty’s Highlights

My personal Substack

Insights from Tom Morgan

Investment Research

investing

We explain complex finance, investing, and tech topics with simple charts.

Ex-professional investor helping other investors | Invest in the best companies in the world

Newsletter of the Cost of Glory - a Podcast on the Art of Heroism

A Saturday email on the latest in tech, business and memes.

Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.

Arming you with the tools & fresh perspectives required to upgrade your HumanOS and thrive in our messy, probabilistic world.

I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.

Energy, finance, and the economy at-large | Doomberg readers are better informed and smartly entertained | Enter your email address below to receive free previews | Bonus access to 5 of our top articles is included in the Welcome email!

Bridging the gap between the world's most important industry, semiconductors, and business.

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.

“Any fool can know. The point is to understand.” ― Albert Einstein

Exploring money, meaning, and the mystery of life in the millennial matrix.

Essays about the stock market, finance, and human behaviour.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Weekly Quotes from Earnings Calls

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Stay on top of the latest tech and startup stories.

Deep coverage of technology, China, and US policy with a focus on semis and AI We feature original analysis and reporting as well as interviews with leading thinkers and policymakers