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Inevitability Research

Sophie, Citrini, junkbondinvestor

Investment Analysis & Technology Insights

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Substack
PricingOnly free issuesPublishesWeekly
Issues16SubscribersRead inevitabilityresearch.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Business of Online Travel

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 ...

5 months ago
25
3

Lessons from Reece Duca

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 ...

6 months ago
22
2

Thoughts On Process

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...

6 months ago
28
3

Compounding Heritage

# Introduction

7 months ago
51
14

Authors

The writers behind this newsletter.

  • Sophie

    in search of the inevitable. finance/tech

  • Citrini

    Holistic market analysis & truly cross-asset trading. Thematic Equity Investing, Market Overviews & Trade Ideas. more

  • junkbondinvestor

    buyside l/s credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations equities

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