Recommended by Conor Mac
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.
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.
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.