What Do You Guys Read
Upcoming intern here. Was curious as to what you guys are subscribed to, and what you all read when it comes to keeping up with the finance/business/M&A/market news on the daily.
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Bump interested as well
Axios Pro Rata, DealBook, Morning Brew, Stratechery, ZeroHedge Durden Dispatch, Petition, Matt Levine, Bullpen News
+1 for Matt Levine
+1 for Axios, Stratechery, and Matt Levine.
Does anyone reading this know of any other newsletters or blogs of similar quality/length/depth to Stratechery? I also like Paul Keckley's newsletters focused on the healthcare provider space, and Drug Channels for pharma, but they aren't quite at the same level as Stratechery for me.
Matt Levine 100%. Writes an informative (and hilarious) column on finance topics that usually put me to sleep.
Bloomberg, WSJ, Morning Brew in that order.
WSJ Markets section then Bloomberg Deals section. Seeking alpha also has a free M&A newsletter
For RX, good resources also are Petition and WSJ Bankruptcy. But if you have access to debtwire or reorg then you're set.
+1 on ProRata, Dealbook and Matt Levine.
Second the Petition rec
third. Petition is phenomenal if you're looking to get up to speed on restructuring and don't have a ton of experience in the space
bump
The FT comment section
You should subscribe to industry specific sources. IE if you were in biotech...Fierce Biotech, Fierce Pharma, etc.
Axios Vitals is pretty good for some of this stuff as well
Mostly WSJ but I listen to a couple podcasts about consulting, M&A and also product management.
Usually fastFT and DueDiligence column of the FT for M&A news. Besides reading a lot of Seneca and Marcus Aurelius.
Finished Meditations last year and really liked it, been meaning to read Seneca’s Letters to a Stoic. Do you have any other recommendations? I know Epictetus is highly recommended too but am not familiar with him.
Cool! I am just reading Meditations, I did finish 'Letters from a Stoic' a while ago and tbh really helped through a difficult time. So I can just recommend that you give it a shot.
I am big fan of FT-- you can go down fascinating rabbit holes in the comments section.
Bloomberg Naked Capitalism Marginal Revolution Calculated RISK Pragmatic Capitalism - Cullen Roche
Plus 1 for Naked Capitalism
I think the best thing you can do is read from a variety of different sources, authors, even platforms. For platforms I subscribe too: WSJ, NYT, Bloomberg (also love their economic calendar). If a certain group interests you, look to those type of sites (i.e. for Tech: TechCrunch, Wired).
For IPOs, I like Renaissance Capital's IPO center for a good summary. Twitter can be a good source of information as well if used properly. Someone above mentioned Matt Levine - dude's a beast (Valedictorian at Harvard, Yale Law, left Goldman as VP to be a columnist). Just looked at his LinkedIn and he seems like a cool guy to have a drink with. No mention of valedictorian, but his membership in the Tequila Tuesday Club at school is listed for activities.
For novels, I like listening to investment books on Audible.com but if reading physical books is more your thing than do that. There have been a couple really good threads lately on this forum of reading lists during quarantine. Also go through the all-time best posts on this site. There are some gems.
As far as outside of reading, I would recommend watching as much Bloomberg TV as possible. They have amazing charts and, in my opinion, a much higher quality of guest than CNBC. Turn it on as background noise when you do homework - you'll be amazed at what you pick up.
Between Yale Law and selling complex financial products at Goldman, Matt Levine was a M&A associate at Wachtell Lipton (which is at a completely different league compared to other NY "biglaw"). This guy is really something else.
For market commentary John Authers' Bloomberg newsletter is v good
I can’t read, I got a V12 on the gmat
Debtwire, Reorg, and Barstool.
Surprised no one has said Memos from Howard Marks yet. He can get a little preachy when he's talking about left wing politics but generally speaking he's a very thoughtful, measured dude.
Matt Levine is the man as many have said. Great twitter follow too.
PEHub and Pro Rata are great to skim through every morning to get a sense for deals and fundraising but I rarely read any of the commentary.
I was actually just about to read his latest one. I like his memos a lot, but they're not so much daily news that OP is probably looking for, more like bigger picture commentary.
I'm also reading Ray Dalio's "Changing World Order" that he's releasing a chapter every couple weeks. I like the historical aspect a lot, but I'm wondering whether it's well-received by economists just to verify the info and points he portrays.
Only newsletters. - Bloomberg 5 things to start your day - Bloomgerg technology newsletters - Finmize - Crunchbase
Used to read FT and the Economist, but figured out I got a better ROI focusing on a couple newsletters instead and streaming down the time allocated to reading the news
Deleted
incoming M&A summer analyst at a BB
any podcasts for learning about past/current deals?
Seconded. That would be helpful.
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