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| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 84 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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privatemarketsnews.substack.comLatest Issues
The last American conglomerate dies on June 29
On June 29, at 12:01 in the morning New York time, Honeywell International ceases to exist as a conglomerate.
On June 29, at 12:01 in the morning New York time, Honeywell International ceases to exist as a conglomerate. Every holder of rec...
Micron: Sold Out, and Sold Off
A memory company just printed a 74% gross margin and lost a fifth of its market value in 48 hours.
A memory company just printed a 74% gross margin and lost a fifth of its market value in 48 hours. The only question that matters is whether...
The Japanese Lock on Photolithography
Two facts, side by side, tell you almost everything.
Two facts, side by side, tell you almost everything.
The Silicon Wafers That Two Companies Refuse to Make More Of
Start with the anomaly, because it’s the whole edition.
Start with the anomaly, because it’s the whole edition.
Tungsten: Up 900% in a Year, and Nobody’s Talking About It
Here is a price chart that should have been on every desk’s morning note, and wasn’t.
Here is a price chart that should have been on every desk’s morning note, and wasn’t.
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Authors
The writers behind this newsletter.
I'm Liam. I spent over a decade on both sides of capital allocation — first inside institutional asset management, then running concentrated portfolios for a single-family office.
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