Newsletters Like Net Interest
Net Interest covers banks, fintech and financial plumbing. These are the comparable desks for financial-sector analysis.
Top of this shortlist: Quartz Sea Research at 98/100 ($30/mo · $500/mo · $25,000/yr).
Quartz Sea Research
European Aerospace & Defense Equity Research | Sovereign Procurement Ledger
Niche · European defense & aerospace equities
The Diff
Inflections in Finance & Technology
Niche · Technology & financial infrastructure
Conks
Global Monetary Mechanics & Funding Markets
Niche · Monetary dynamics & repo plumbing
Stratechery
Analysis of the Business & Strategy of Technology
Niche · Technology platforms & strategy
SemiAnalysis
Semiconductors, AI Compute & Supply Chain Research
Niche · Semiconductors & AI compute supply chain
Aurelion Research
Equity Research & Live Model Portfolio
Niche · Quality compounders & live model portfolio
Compounding Quality
Quality Compounders & Portfolio Tracking
Niche · Quality compounding equities
Mostly Borrowed Ideas
Institutional-Grade Deep-Dive Equity Research
Niche · Large-cap compounders & software deep dives
Yet Another Value Blog
Special Situations & Modern Value Investing
Niche · Spinoffs, mergers & special situations
Kakashii's Materials
AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags
Niche · AI/semis red flags & the Mag-7 bear case
The Information
Deep Tech, Media & Business Journalism
Niche · Technology, media & venture capital
The Bear Cave
Short-Seller & Investigative Equity Research
Niche · Short ideas & forensic investigations
Asian Century Stocks
Asian & Emerging Market Equity Research
Niche · Asian & emerging-market equities
Yellowbrick
Hedge-Fund Stock Pitch Aggregator
Niche · hedge-fund stock pitch aggregator
Hindenburg Research
Investigative Short Research
Niche · investigative short research
Musings on Markets (Aswath Damodaran)
Valuation & Corporate Finance
Niche · valuation & corporate finance
The Science of Hitting
Long-Term Equity Investing & Consumer Franchises
Niche · Consumer & quality equities
FINK (David Belle)
Momentum & Thematic Investing System
Niche · momentum & thematic investing system
Muddy Waters Research
Forensic Accounting Research
Niche · forensic accounting short research
Focused Compounding
Concentrated Value Compounding
Niche · concentrated value compounding
The Acquirer's Multiple (Tobias Carlisle)
Quantitative Deep-Value Investing
Niche · quantitative deep value
Notable Calls
Analyst & Research Call Aggregation
Niche · analyst call aggregation
Sure Dividend
Dividend Screening & Research
Niche · dividend screening & research