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Well researched opinion pieces on economic topics that matter a lot.
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
Enjoyable and insightful writings on quality companies like MSFT, ABNB, COST and NKE.
The Bear Cave exposes fraud through a mixture of investigative reporting, financial analysis and qualitative research. The best newsletter for short ideas and corporate wrongdoing.