Newsletters Like The Diff
The Diff tracks inflections in finance and technology. These are comparable publications for readers who want business-model and capital-structure analysis of technology companies.
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
Net Interest
Financial Sector Insights from a Former Hedge Fund Manager
Niche · Banks, fintech & the financial sector
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
am/FX (Spectra Markets)
Daily FX & Global Macro Trades
Niche · Daily FX & macro trade ideas
Aurelion Research
Equity Research & Live Model Portfolio
Niche · Quality compounders & live model portfolio
Lord Fed's Gazette
Macro Regime & Cross-Asset Trade Setups
Niche · macro regime & cross-asset trade setups
Eliant Capital
Macro, Event-Driven & Cross-Asset Trading
Niche · Event-driven & cross-asset special situations
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
China Financial Markets (Michael Pettis)
China Balance Sheet & Trade
Niche · China balance sheet & trade
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
Monetary Matters Network (Jack Farley)
Macro, Central Banking & Liquidity Interviews
Niche · macro, central banking & liquidity
Pinebrook Capital (David Cervantes)
Policy-Driven Macro & Liquidity Frameworks
Niche · policy-driven macro & liquidity
Asian Century Stocks
Asian & Emerging Market Equity Research
Niche · Asian & emerging-market equities
Bond Vigilantes (M&G)
Global Bond Market Commentary
Niche · Government & corporate bond markets
Yellowbrick
Hedge-Fund Stock Pitch Aggregator
Niche · hedge-fund stock pitch aggregator
Pulsar (Spaghetti Lisbon)
Macro & Thematic Equities Desk Notes
Niche · macro & thematic equities
Cubic Analytics (Caleb Franzen)
Data-Driven Macro, Equities & Bitcoin
Niche · data-driven macro, equities & bitcoin
Hindenburg Research
Investigative Short Research
Niche · investigative short research
Musings on Markets (Aswath Damodaran)
Valuation & Corporate Finance
Niche · valuation & corporate finance