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TMT Breakout
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TMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!
Tech takes from the cheap seats
By Portsea Capital
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In-depth analysis and thought-provoking insights covering the technology and consumer internet sectors from the lens of a public markets investor
Elliot’s Musings
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Opinions on companies and markets. Not investment advice.
Tidal Wave
By Arda Capital
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Data-driven investment newsletter about software, internet, and media businesses.
D
DB Software Musings
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Software, Tech Investing
Stock Market Nerd
By Brad Freeman
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Specific news and analysis on individual public companies.
Analyzing Good Businesses
By YHamilton
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Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment
Investment Talk
By Conor Mac
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Essays about the stock market, finance, and human behaviour.
Fabricated Knowledge
By Doug O'Laughlin
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Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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