Best PE-related substacks / newsletters
Hi, curious if people know of any substacks / newsletters / writers that go really in-depth on PE deals or trends. Think a Stratechery or Petition11 except PE-specific, thanks!
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Not pure PE as it covers restructuring as well, but Pari Passu is a really solid substack.
Most of these sit untouched in my inbox, but I click into them when I see an interesting subject line. (inbox is mayhem atm)
Matt Levine Money Stuff - probably the most famous one. Really interesting opinion pieces, and he writes in a pretty fun way (breaks things down into analogies, kinda a bit now)
Axios Pro Rate - Dan Primack and Co. do a great job with this one. Few paragraphs on key info then a list of deals, very digestible.
Pitchbook - can't go wrong here, most of the stuff they send out in the newsletter is publicly accessible; they send a bunch of reports they produce which are super worthwhile reads about specific PE topics and trends, and industries as well. They have a news one and the articles aren't behind paywall.
PE Hub (Top Stores or Newswire) - these are good for little snapshots. All of the 'read more' are behind paywall which is super annoying but at least tells you what to google if anything interests you
Daily Upside - think this one is done by ex-bankers, cool info on news and trends.
Strategy Breakdowns - pretty cool one, they email you a 3 minute read about a business and their strategy. Quick and normally learn something new.
Pari Passu - restructuring; they do both case studies on rx and 'lessons' where they introduce a topic. Makes a complicated industry super digestible, never regret reading these.
The Bear Cave - info on distressed companies, things going on in that world. More 'news' based vs. Pari passu, but still analytical.
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