Investment Talk | Conor Mac

Recommended by Conor Mac

Daily, weekly, and monthly investment research and analysis for individuals from Bill Bonner, Tom Dyson, Dan Denning, Joel Bowman, and others members of our private research network.

Apricitas Economics

By Joseph Politano

Data-driven Insights on Economics, Business, Finance, and Public Policy.

The only macro newsletter you need.

- Conor Mac

Analyzing Good Businesses

By YHamilton

Detailed write-ups on 55+ public companies that have high return on incremental capital & long runway for reinvestment

Great write-ups on companies.

- Conor Mac

Latinometrics

Data stories and insights about Latin American markets, startups, and trends.

Great LatAm content covering a wide spectrum of subject matters, within and outside of the stock market.

- Conor Mac

Trading Engineered

By Richard Moglen

Risk Focused Stock Trading and and Deep Dives into Technical Analysis Edges

Great for those interested in technical analysis.

- Conor Mac

StockOpine’s Newsletter

In-depth analysis of stocks that fit our portfolio and have a potential for sustainable returns.

Sunday Morning Markets

By Alpha Vantage

Stay up to date with the financial markets in just five minutes every week. Covering stocks, crypto, and the economy.

Fallacy Alarm

High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.

"From $100K to $1M" & More.

By YZ

Sharing my investing journey of trying to turn $100,000 into $1,000,000 via public and private equities.

MT Capital Research

By MT Capital’s Newsletter

I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.

Liberty’s Highlights

Exploration as a Service: Investing & business, science & technology, and the arts.

The king of curation and intrigue.

- Conor Mac

The Transcript

Weekly Quotes from Earnings Calls

Imagine you hired a team of analysts to go and listen to all of the earnings calls you don't have time for, boil them down into bitesize nuggets and report back to you. That is what subscribing to the Transcript is like, and that's only the surface of what they deliver.

- Conor Mac

Capital Employed

By Jon Kingston

We talk to fund managers and renowned private investors about their favorite stocks.

Overlooked Alpha

By Vince Martin

A weekly research service that uncovers under the radar stocks and misunderstood investment opportunities.

The Rational Walk

The Rational Walk publishes articles for curious readers who are interested in business, investing, personal finance, history, philosophy, and books.

Best Anchor Stocks

By Leandro

All-Things Quality Investing

Occasio Sermo

By Conor Mac

An investment journal of sorts

How They Make Money

By App Economy Insights

A business-focused newsletter for the curious investor and visual thinker.

Banking on the Market

By Ayesha Tariq

Macro and Fundamental Investing from a former banker and asset manager with 19 years of experience. Free weekly posts on the stock market, macro and earnings. Paid subscribers receive analysis on Macro Events and Investment Ideas.

Excellent curation and commentary on all things macro.

- Conor Mac

The Morning Hark

By Harkster

Your daily financial markets briefing. Overnight highlights, macro themes at play and a look ahead to today's key events. Join 15,000+ daily readers!

Something I browse through every morning!

- Conor Mac

Buyback Capital

By Larry Jamieson

A value investing monthly issue, weekly investing digest, and occaisonal portfolio update. We're low on the investing research, and high on the investing philosophy.

Punch Card Investor

Deep dives on companies in tech, media, gaming and consumer sectors

TSOH Investment Research Service

By Alex Morris (TSOH Investment Research)

TSOH is focused on long-term investing. Written by a former buyside equities analyst with 10+ years of industry experience, TSOH includes weekly research and 100% transparency, with the disclosure of all portfolio changes before they’re implemented.

Alex’s research is a genuine component to my research process. The equivalent to outsourcing an analyst.

- Conor Mac

Invariant

By Devin LaSarre

Valuation. Business analysis. Markets. Finance with curiosity, creativity, and skepticism.

Not your typical financial newsletter. Devin's curiosity bleeds through writing style, structure and content-matter of Invariant. I am never quite sure what I will receive in my inbox, but it's always high quality and off the beaten track, and that's why I enjoy it.

- Conor Mac

Investing 101

By Kyle Harrison

Learning in Public: Investing