Best industry-specific substacks/blogs?
What are your fav substack newlsetters or blogs? Can the subscription fees be added the fund's expense account? (Sorry I'm just starting a new job and I am curious how this works)
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What are your fav substack / blogs?
Can the subscription fees be added the fund's expense account?
100% depends on whether your CIO thinks subscribing to a blog / substack adds value to the research process.
x2 both of these
These are great. Any others for tech?
Would add The Diff as another super useful one (generalist)
Muji Hypergrowth is good, but I don't have a paid sub so I cannot comment.
Technically substack is good.
Flirting with models
Any good ones for energy / infrastructure / power?
Any on airlines/aviation?
Visual Approach isn’t a substack but it’s good and airlines confidential podcast. Neither is investing focused, but still business focused
Ones that good.
Anything about consumer/retail?
Anything on insurance? Gambling/ casinos?
Pharma anyone?
The Biotech Report
Launched 6 months ago,, published 3 articles then stopped? Am I missing something
anyone know one for agriculture or protein?
What about YouTube channels or videos?
Any global macro or rates ones?
Any for Media and Telecom/Cable?
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