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.

Comments (33)

Jun 11, 2020 - 7:24pm

Axios Pro Rata, DealBook, Morning Brew, Stratechery, ZeroHedge Durden Dispatch, Petition, Matt Levine, Bullpen News

To live is to suffer, to survive is to find some meaning in the suffering.

  • 4
Jun 12, 2020 - 12:07pm

+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.

  • Analyst 1 in IB - Gen
Jun 11, 2020 - 7:40pm

Matt Levine 100%. Writes an informative (and hilarious) column on finance topics that usually put me to sleep.

Jun 11, 2020 - 7:55pm

WSJ Markets section then Bloomberg Deals section. Seeking alpha also has a free M&A newsletter

Array
Jun 11, 2020 - 8:09pm

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.

  • Principal in VC
Jun 12, 2020 - 7:39pm

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

Jun 12, 2020 - 10:59am

Usually fastFT and DueDiligence column of the FT for M&A news. Besides reading a lot of Seneca and Marcus Aurelius.

Array
  • 1
Jun 12, 2020 - 11:21am

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.

Quant (ˈkwänt) n: An expert, someone who knows more and more about less and less until they know everything about nothing.

Jun 12, 2020 - 11:50am

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.

Array
Jun 12, 2020 - 5:57pm

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.

Few players recall big pots they have won, strange as it seems, but every player can remember with remarkable accuracy the outstanding tough beats of his career.
  • 2
Jun 12, 2020 - 7:19pm

For market commentary John Authers' Bloomberg newsletter is v good

Array
Jun 12, 2020 - 7:26pm

Debtwire, Reorg, and Barstool.

I come from down in the valley, where mister when you're young, they bring you up to do like your daddy done

  • Principal in VC
Jun 12, 2020 - 7:43pm

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.

Jun 12, 2020 - 9:35pm
Principal in VC:

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.

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.

Quant (ˈkwänt) n: An expert, someone who knows more and more about less and less until they know everything about nothing.

  • 2
  • Analyst 1 in IB - Gen
Jun 13, 2020 - 10:16am

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

  • Prospect in IB-M&A
Jun 13, 2020 - 2:36pm

incoming M&A summer analyst at a BB

any podcasts for learning about past/current deals?

  • Intern in IB - Gen
Jun 20, 2020 - 3:21am

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  • Prospect in IB - Cov
Jun 21, 2020 - 4:46pm

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