Every day, approximately 94 million unique pieces of financial content are created and published on the Internet. I made that number up, but it seems reasonable. Time is your most precious resource, so you need to be careful about how you allocate it. You can rely on conservatives like Tadas Viskantause financial publications like the Wall Street Journal or Barron’s, or read people who write about topics that particularly interest you.
Many people who produce content have daily jobs and distribute their content for free. Today I want to talk about a few people who have made a career out of writing and are paid by their audience.
These people are experts in their respective fields and are paid for the time and energy they spend researching and writing to make their readers more informed investors. I pay for each of the subscriptions below.
The Science of Typing by Alex Morris. Alex has spent most of his career as a buy-side analyst and corporate and investment writer. It covers AirBnb, Facebook and other brands in a way that may help a professional but is also digestible for the layman. We had Alex on The Compound and Friends this week, and he was fantastic. If you would like to enter a raffle to win a free one-year subscription, Click here. If you like individual names, The Science of Hitting is great.
Sam Ro is a blogger’s blogger. I don’t know exactly what I mean by that, but I like Sam and it sounds good. I rely on Sam for much of the content I produce, especially podcasts. Not only does he get all the sell-side research reports, he pulls out the best stuff for his readers, and he does that almost daily. Sam sprinkles in free messages, so if you’re not already subscribed to these, you definitely should be.
Overtaking I have been reading Matthew Klein for a long time. He was recently at the Financial Times and Barron’s and has always been one of the clearest thinkers on macroeconomics. I was talking to someone the other day about how most macro-focused investors tend to be glass half empty or downright bearish all the time. Klein is the opposite. I’m not saying he’s a permabull or anything like that, but there’s no inherent malice or cynicism that colors his research or his writing. It’s evidence-based and has no ax to grind. His posts are meaty but not overly long, and he posts weekly.
Eric Newcomer writes about technology and venture capital, and after subscribing for a few months, it’s clear he’s super connected to that world. Some of the things he brings to the surface are things you won’t find anywhere else. If you’re interested in this space, I can’t recommend its Substack highly enough.
Net interest. Marc Rubinstein has spent his career covering financial services at a hedge fund. He has a great understanding of the history of financial markets and has a unique vision of the future of these companies that finance the world. One of my favorite writers there.
Check out our episode with Alex, and Click here for a chance to win a free subscription. Have a great weekend everyone!