Good Substacks?
I love Petition and Quant Galore but am looking for something more vanilla. Doesn’t have to be a Substack at all — just looking for a decent source of contemporary business case studies. Something like the Business Breakdowns podcast but in text and a bit more in-depth.
A friend of mine who is former ER and a current long/short equity analyst has just launched a new one. Called overthehedge. He is detailing everything from an insider's perspective
I guess are you looking for 'case studies' like company / stock histories that have been home runs or like deep dives on current stock setups that might be actionable investments?
If it's the former I don't know of any substacks but Lessons from the Titans is a great book that goes through a bunch of industrial case studies through the lens of long-time analysts who covered the names. Non-exhaustive list of names covered but I remember sections on TDG, DHR, GE, and CAT.
On the latter, I think some like scuttleblurb and the science of hitting do deeper dives, but both of those are paid subs so I can't necessarily speak to the quality of their work.
Bump
For Quant, HangukQuant is the best.
Alias ea sint necessitatibus id iusto. Pariatur consectetur et doloremque reiciendis deserunt iusto. Reiciendis fugit quibusdam sequi in. Sunt quo reiciendis quia nihil cum debitis.
Dolores voluptate maiores numquam voluptas. Dolores id rem est tempore velit eos placeat. Aperiam voluptas perferendis quia pariatur sed ab. Aliquid nesciunt accusamus ratione in. Placeat iure labore velit expedita. Autem consectetur qui aut qui velit.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...