Neel’s Newsletter
Neel ChhabraThe Craft of Investing and Living Life in a Multidisciplinary way.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | neelchhabra.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Structural Thinking in an Earnings-Obsessed World
The best businesses create value in ways that aren’t immediately obvious to most investors. I’ve always believed that understanding how companies create, and capture value is more important than any short-term earnings forecast. Take the Va...
The Deutschian Investor
David Deutsch's epistemological framework, focused on explanation and knowledge creation rather than induction from patterns, fundamentally reframes investment decision-making in several important ways.
PDS Limited: The Art of Orchestrating a Global Apparel Empire Without Owning the Wardrobe
In the sprawling universe of fashion retail, there exists a peculiar species of company that most consumers have never heard of, yet whose invisible hand touches almost every garment hanging in your closet. Today, I'd like to introduce you ...
The Road to Sutherland
Rory Sutherland’s world is a drunken, beautiful dance of irrationality—a place where logic is just a myth you tell yourself over cheap whiskey. He argues that our so-called “rational” decisions are nothing more than the flotsam of our feeli...
Authors
The writers behind this newsletter.
On a quest to understand reality, the knowledge of causes.
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