The SellSider
Bullet&BalanceNotes and analysis from the desk of a former sell-side analyst — decoding markets, business models, and behavioural biases to make investing feel accessible again. Mixing market insight with clarity, curiosity, and a touch of storytelling.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 7 months ago | Last Issue | 13 days ago |
| Active | |||||
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thesellsider.substack.comLatest Issues
I fed 5 years of ASOS annual reports to AI - here's what it found and where I had to correct it
Three key takeaways:
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NotebookLM structures information well — but structuring is not analysis. Every output in this piece needed a second layer of interrogation before it became useful.
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AI inherits the bias of its sources. When do...
The Apprenticeship is breaking: what AI really means for investment research
Last week, I joined a small offsite with four other ex‑UBS colleagues — Armin Peter (capital markets transformation), Jeremy Leung (AI in portfolio management - see his Substack here), and Ash Mondal & Sushiksha Shetty (CevantAI). Five peop...
Case study: AB InBev - going from the biggest bear to a bull
Key takeaways:
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Facts > conviction: A good analyst changes their view when the data changes, not when the story feels comfortable.
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Don’t flog a dead horse: Markets, management teams and narratives evolve — your rating should evolve...
How analysts think: the investment framework
Three Key Takeaways
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Investing is about spotting quality businesses and understanding the environment they operate in.
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Consumer staples (like food, drinks, and household goods) can offer stability when markets get rough - th...
How to get started with investing
There’s a moment early in every analyst’s career when you realise the job isn’t really about predicting markets - it’s about building a way of thinking. Forecasts change. Cycles turn. Narratives rise and fall. But the underlying questions s...
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Authors
The writers behind this newsletter.
Where curiosity meets clarity — markets, travel, food, and habits that stick. The SellSider decodes investing, The Wandering Alchemist explores life, growth, and everyday experiments.
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