BlackBull Research
BlackBull Research, Mark O'Donnell, thenuk, MarcelNZ and Aus equities research with a global view. In plain english.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 254 | Subscribers | Read | blackbullresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The ParaBros Bet
Ellison, 43, will run one of the largest entertainment conglomerates on the planet, starting from a position of $79 billion in debt and a leverage ratio of 6.6x EBITDA from day one.
Skin in the Game: What Polymarket and founder led firms understand about risk
On February 28th, the United States and Israel launched coordinated strikes on Iran, killing Supreme Leader Khamenei, assassinating top military commanders, and hitting nuclear facilities across Tehran, Isfahan, and Qom.
GLP-1s: Who gains from weight loss?
First, we had amphetamines and cabbage soup. Then came meal replacements, lemon detoxes, skinny teas, and the occasional flirtation with actual exercise.
Welcome back, the market didn’t behave
Happy New Year to our faithful readers, offered just within the statute of limitations for seasonal goodwill.
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Authors
The writers behind this newsletter.
NZ and Australian equities research with a dash of a global view.
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