The newsletter you need to build a high-performing long-term investment portfolio. Learn professional techniques for portfolio management, public market investing, and investment research from a former fund manager.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 111 | Founded | a year ago | Last Issue | 16 days ago |
| Active | |||||
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The Starting Line Problem
Every study of extraordinary stocks begins at the finish line.
Every study of extraordinary stocks begins at the finish line. A researcher gathers the companies that have already multiplied in value, then works backwards in search of what...
The Mispricing of Hidden Growth
One mistake I see quite often when people analyze a stock is surprisingly simple, but it can make you miss a lot of opportunities: looking at the company’s overall growth without studying the growth of its individual businesses.
One mistak...
The Gas Turbine Bottleneck
20 gigawatts committed, just 3 gigawatts shipped.
20 gigawatts committed, just 3 gigawatts shipped.
The 10 Investment Opportunities I’m Positioning for Before 2027
Every January, Wall Street publishes its predictions for the year ahead.
Every January, Wall Street publishes its predictions for the year ahead.
The Earnings Inflection: When Modest Growth Transforms Profits
When I started investing, it took me a few minutes to understand this idea—and several weeks to apply it properly.
When I started investing, it took me a few minutes to understand this idea—and several weeks to apply it properly.
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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.
Macro Notes is a macro investing newsletter. Each week, we explore promising investment theses to identify the best opportunities across sectors such as healthcare, AI infrastructure, and defense.
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