Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
Following on my book, "Going Down Tobacco Road," about the R. J. Reynolds empire, I will share stories about the industry and its people. Occasionally, I will add thoughts on investing.
Searching for coiled-springs among dismissed & asset-backed stocks in the old economy. Writes for entertainment purposes to illustrate the peculiar world of the cheapest stocks. Opinions expressed not recommendations or advice. Do your own research.
I seek high-quality companies trading at attractive valuations. I conduct in-depth analysis to assess their fundamentals and long-term prospects, then closely monitor the valuation and performance of those I believe are exceptional businesses.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
