Unloved Monopolies (Blog)
The Unloved Monopolist (PD)Writing about dominant businesses and concentrated portfolios, five stocks max. I post short-form, monthly, and long-form, annually.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Subscribers | Read | unlovedmonopolies.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Quick Take #25: Tariff Proof
Along with everyone else who has seen any kind of news lately, I’ve been thinking a lot about tariffs. In a nutshell, I’ve come to believe that $1 trillion of the US economy is exposed to a downturn (c. 3.5% of GDP), and that the impact on ...
The Quick Take #24: Economic Astrology
I want to be clear, straight out of the gate, I LOVED reading this book. It forced me to assess my biases on the value of monopolies, what monopolies mean for the wider economic landscape, and how monopolies are viewed by smart people who f...
The Quick Take #23: Warren Sells his Realtors
In October 2023, I read an article that led me to believe that the market for realtors was going to change pretty dramatically. It was an editorial in the WSJ titled, “Realtors Face an Antitrust Reckoning.” This weekend, it got real. Nothin...
The Quick Take #22: CPI Blinders
It’s CPI day today… I hate CPI day. There’s just too much volatility. Approximately 50% more than a normal trading day, to be exact.1 So, clearly people ascribe importance to the release. I started looking at CPI around the same time as eve...
Authors
The writers behind this newsletter.
Investing for 20 years. Learning more every day. I write about dominant businesses and concentrated portfolios (five stocks max!) at the Unloved Monopolies blog.
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