Investment Analysis & Technology Insights
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 17 | Subscribers | Read | inevitabilityresearch.com |
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I’m sure plenty has been written on this in the past but here are some unfiltered thoughts. I’ve been asked a few times to give a finance person’s perspective on business by my friends in tech. Having spent a bit of time on both sides of th...
Continuing with our series of looking at industries that should inevitably experience healthy growth well into the foreseeable future, this piece will take a look at the market for online travel. While we will provide a general overview of ...
Yesterday Reece Duca gave a rare public interview. Reece is the founder of the Investment Group of Santa Barbara, an investment company that has been in business for over 54 years (it began when Reece graduated Stanford Business School and ...
A few people have asked me about my research process for learning about companies and industries so I figured it made sense to write up some thoughts about my process, with the intent of being helpful to readers and also to hopefully codify...
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The writers behind this newsletter.
in search of the inevitable. finance/tech
Holistic market analysis & truly cross-asset trading. Thematic Equity Investing, Market Overviews & Trade Ideas. Plus some financial history stuff, for fun.
buyside l/s credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations equities
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