Liberty’s Highlights

My personal Substack

Insights from Sapient Capital

Investment Research

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

Professional investor helping other investors | Investing in the best companies in the world

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

Academic research to actionable insights | Curated financial research and market analysis

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 | subscription details posted on our About page

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

TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder with 15+ years of investment experience. Paid subscribers receive weekly equity research and 100% portfolio transparency (prior disclosure of all trades).

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

Money, markets, and metaphors for life.

Creating and curating a range of essays about life, the stock market and the companies within it.

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

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 China, technology, and US-China relations We feature original analysis and reporting, interviews with leading thinkers and annotated translations of key Chinese-language sources.