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Artwork for Investment Talk

Investment Talk

Conor Mac, Alex Sweet

Essays about the stock market, finance, and human behaviour.

Platform
Substack
PricingFreemium
PublishesTwice weeklyIssues308
SubscribersRead investmenttalk.co

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

9 Things I am Thinking About

A lot of the time when I write, I write to myself— as something I can look back on to mark the progression of my thinking. This is one of those times.

2 months ago
24
4

Companies That are Fixated on Buying Back Stock

A while ago I wrote a piece about share cannibals and where to find them (see here). Since we introduced the ability to screen for share cannibals at Koyfin (the screener I use, if interested) I have been exploring aggressive share repurcha...

2 months ago
59
9

Timing is not everything, but it still matters

“There is virtue in work and there is virtue in rest. Use both and overlook neither”.

3 months ago
43
8

Custom Data Series

At Koyfin we recently released a new functionality called Custom Data Series. I believe this is a game-changing feature for us and one that is flexible enough to satisfy the demands of multiple workflows.

4 months ago
10
3

Authors

The writers behind this newsletter.

  • Conor Mac

    I never took bio.

  • Alex Sweet

    Equity fund manager, analyst and CFA charterholder with 18 years' experience. Publishing one high quality equity write-up weekly. Most recently PM at Highclere, managing their flagship international small cap fund. Previously at Bernstein.

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