Orca Fin
OrcaFinInsights and thoughts on the economy and financial markets. Simple, jargon-free, yet incisive and actionable for medium-term to long-term investors.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 48 | Subscribers | Read | orcafin.substack.com |
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Latest Issues
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IMPORTANT NOTIFICATION - SUBSTACK
There was an issue with my access to this blog 2 weeks ago. While the support bot told me that the issue would be fixed in minutes, it wasn't. I lost access to the web admin console but still had access to the mobile app.
Moving to Beehiv
I have had issues with Substack hence I decided to take my publication to Beehiiv. It would be nice if you decided to move to the new platform if have not already done so. https://orcafin.beehiiv.com
ULTA - The Unbeautiful
In 2001, Leonard Lauder, one of the heirs of the Estee Lauder fortune, posited that lipstick sales and the growth of the economy were inversely correlated. Essentially, if the economy was hurting, lipstick sales improved. The posit went on ...
Intuit - A Tale of Two Seasons
Spruce Point Management issued a negative report on Intuit (INTU) on September 20, 2024, which was covered widely by the financial media.1 Along with publishing the report, Spruce Point also took a short position in INTU. Among the things c...
Authors
The writers behind this newsletter.
Insights and Thoughts on Financial Markets.
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