Investment Talk

Home
Equity Write-Ups
Market Talk
Guest Interviews
Memos
Archive
About
Share this publication
Investment Talk
investmenttalk.substack.com
Investment Talk

Expect sporadic write-ups on companies I follow, as well as broader market commentary and curated bi-weekly editions of Market Talk, where I share what I have enjoyed consuming.

By Conor MacNeil · Launched 2 years ago
LoginAboutArchive
Top postsAboutArchiveAuthorsLogin
Good & Bad Losses, Effective Forecasting, SemiDesign Renaissance, and Instagram Walking Back on ChangesMarket Talk, Edition 55, July 31st 2022
Jul 31
18
6
Bill Ackman Goes Full Activist on the Fed, Why Investors Suck at Selling, Planning for Recession, and Japanese Small CapsMarket Talk, Edition 54, July 17th 2022
Jul 17
21
5
MEX: Tortilla Mexican GrillTortilla Mexican Grill (LON:MEX)
Aug 3
14
11
KRUS: "Thriving in an Inflationary Environment"Kura Sushi US Q3 2022 (NASDAQ:KRUS)
Jul 8
16
6

Most popular

Confessions of an OnlyFans Creator, Earning $1.4 Million per Month
15
14
Bill Ackman Goes Full Activist on the Fed, Why Investors Suck at Selling, Planning for Recession, and Japanese Small Caps
21
5
Investment Talk Paid is Ending for now
131
24
MEX: Tortilla Mexican Grill
14
11
Good & Bad Losses, Effective Forecasting, SemiDesign Renaissance, and Instagram Walking Back on Changes
18
6
Listerine Royalties, Latinometrics, the Fear of Crashing, and the Prospect of a TikTok Ban
16
2
See all popular
NewCommunity
Listerine Royalties, Latinometrics, the Fear of Crashing, and the Prospect of a TikTok BanMarket Talk, Edition 53, July 3rd 2022
Jul 3
16
2
I would like to hear from you, the reader.
Jul 1
17
8
Guest Interview, Ayesha Tariq CFAAuthor of Banking on the Market, Macro Specialist, Corporate Banker, and an 18-Year Industry Veteran
Jun 30
21
5
Short-termism, The Economics of Stadium Names, How Teens Spend Their Money, and Zuck Eating a Raw OnionMarket Talk, Edition 52, June 19th 2022
Jun 19
15
9
7 Billion Sets of Spectacles Curiosity, Biases, and The Way Through Which Investors See the World
Jun 9
18
6
Guest Interview, Giro LinoEx LatAm Hedge Fund Manager, with a rich expert network in the region, and author of Giro Lino
Jun 6
14
VC Turmoil, Mobile Wallets, Mature Dating, Canned Boba, and a Greek FishermanMarket Talk, Edition 51, June 5th 2022
Jun 5
19
Fool Me Once, Shame on You, Fool Me Twice Can't Place the Blame on YouWithout learning from mistakes, we simply make mistakes with no value
May 27
24
7
See all

Most popular

Confessions of an OnlyFans Creator, Earning $1.4 Million per Month
15
14
Bill Ackman Goes Full Activist on the Fed, Why Investors Suck at Selling, Planning for Recession, and Japanese Small Caps
21
5
Investment Talk Paid is Ending for now
131
24
MEX: Tortilla Mexican Grill
14
11
Good & Bad Losses, Effective Forecasting, SemiDesign Renaissance, and Instagram Walking Back on Changes
18
6
Listerine Royalties, Latinometrics, the Fear of Crashing, and the Prospect of a TikTok Ban
16
2
See all popular
Investment Talk

Investment Talk

Expect sporadic write-ups on companies I follow, as well as broader market commentary and curated bi-weekly editions of Market Talk, where I share what I have enjoyed consuming.
RecommendationsView all 15
Latinometrics
Latinometrics
Latinometrics
Giro's Newsletter
Giro's Newsletter
Giro Lino
Invariant
Invariant
Devin LaSarre
01Core
01Core
Ben Buchanan
The Special Situation Report
The Special Situation Report
David Paolella
About Me
Saxo Market Call: Equity Investing with Conor MacNeil
Two Years on Substack
Reflections on Noise
Lessons in Habitual Saving

Investment Talk

AboutArchiveAuthorsRecommendationsSitemap
© 2022 Occasio Capital
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing