Byron Street Research is an investment publication featuring a weekly event-driven idea generator, write-ups modeled in the familiar format of sell-side equity research reports, and performance reviews structured as traditional fund factsheets.
In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
This writer has in-depth understanding of tech companies
Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
I'm a long-term follower of Todd as a wide-moat investor
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
