The Private Ledger
The Private Ledger, Learning.Investing.Thriving., Macro investing - Gertjan, MarketFighter, Gannon Capital, Alpha Engines by Gianni, Philip ReschkeDeep-dive research on Anthropic, OpenAI, Stripe, Anduril, Saronic and the companies shaping tomorrow's public markets. Financials. Valuations. Competitive advantages. IPO analysis.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 5 months ago | Last Issue | 11 days ago |
| Active | |||||
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preipomedia.substack.comLatest Issues
The One Asset I’d Never Sell: Seven Choices
In 1937, audiences met a princess and seven dwarfs in a fictional fairy tale kingdom in what became one of the most famous films of all time, Snow White and the Seven Dwarfs. Each dwarf had a different temperament and served a different pur...
In Defense of the Bad Guy.
Capitalism has become the bad guy.
Recently, I’ve been seeing a lot of dissatisfaction, disdain and even hatred towards large corporations and the U.S. system as a whole. The fundamentals of U.S. capitalism and the free market as a whole...
What Google's $10 Billion VC Arm Can Teach You About Investing
Google’s venture capital wing is one of the most successful of all time.
Google’s venture capital wing is wildly successful and one that is worth learning from. One branch of it, Google Ventures - or GV for short, was founded in 2009 with...
The Breakdown: OpenAI
On November 30th 2022, one tweet consisting of fewer than 10 words changed life as we knew it.1
“today we launched ChatGPT. try talking with it here:
ChatGPT was introduced and it immediately took the world by storm. Within only five days...
The Numbers Don’t Show a Substack Collapse
Last week I read a thought-provoking piece that has gone viral on Substack recently. In it, the author - Scott Carney, argued that Substack “will collapse” and will no longer be a viable option for writers looking to generate significant in...
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| Subscribers | Engagement | 80 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Private Market Research. Asymmetric ideas before they become mainstream. Deep dives on Anthropic, OpenAI, Anduril and more.
Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.
\ud83d\udcca I help beginning investors understand macro markets ✅ Outperformed the S&P for more than 3 years /\ud83d\udee0 https://macrogertjan.gumroad.com / Subscribe to never miss an investing update!
Data-driven investor and software engineer. Recently quit my job thanks to a simple ETF strategy I've followed for years. Sharing my complete strategy with a growing community of rational investors.
I research and write about the companies that will define the next generation of business, technology, and finance. Long-term portfolio (5+ years) up 1,050%. Featured in Yahoo! Finance.
value & spin-off investing | 5-year CAGR: 21.37% (Aug 2026) | Industrial Engineer
I invest the capital I live on, full-time from Hong Kong. Ex-family-office CFO, publishing every position and mistake so you sharpen your own judgement. No tips.
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