Waver
WaverAuthor of Investing with Eagles, I run an ultra concentrated portfolio with 6 companies. here we talk more about businesses than pure quantitative finance. Business contact : [email protected]
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 132 | Subscribers | Read | waver.one |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Fed Pumps the Brakes (Kind Of) While Netflix Splits Its Stock and Washington Falls Apart
The last week in finance has been a masterclass in “wait, what?”
Short Q3 2025 update on one company: Sailing Smoothly on LNG Waves!
Q3 2025 update is in, and things are looking lively in the LNG sea!
Record Highs, Record Risks? What History Tells Us About Investing at All-Time Highs
If you’re feeling a little queasy about investing when markets are this high, you’re not alone. It’s human nature to think: “Surely this can’t keep going up… right?”
Winners and Losers: Who Gains Most in a Lower-Rate World?
Markets are practically throwing a party, but here’s the real question: who’s getting invited to the winners’ circle, and who’s sitting this one out?
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Authors
The writers behind this newsletter.
Author of Investing with Eagles, I run an ultra concentrated portfolio with 5 companies here we talk more about businesses than pure quantitative finance. Business contact : [email protected]
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