Kaoboy Musings mostly covers Capital Structure, Capital Markets and Bond Vigilantes. Based on 2 issues we scanned in the last 6 months, these 8 newsletters cover the most similar ground. The closest match is AKKUR, which also writes about Discounted Cash Flow and Equity Risk Premium.
Ranked by topic overlap: newsletters score higher when they share distinctive topics, not just broad ones everyone covers.
Independent equity research on Icelandic companies
Daily, weekly, and monthly investment research and analysis for individuals from Bill Bonner, Tom Dyson, Dan Denning, and other members of our private research network.
Liberty. Finance. Bullshit.
At the intersection of business strategy, technology, and non-linear analysis, The Business Engineer is the fruit of ten years of research into the business tech world by Gennaro Cuofano, creator of the leading business…
Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
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