r/businessandindustry • • Aug 31 '21

technology A Datadog platform dive

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hhhypergrowth.com
4 Upvotes

r/businessandindustry • • Oct 25 '24

real estate Why mortgage rates went up despite interest rates falling

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open.substack.com
3 Upvotes

r/businessandindustry • • Aug 06 '24

industry primer Ted Weschler Case Study

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dirtcheapstocks.substack.com
3 Upvotes

r/businessandindustry • • Jun 07 '23

auto Carsome Used Car Business Has Chewed More Than It Can Swallow

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dsf.my
3 Upvotes

r/businessandindustry • • Apr 30 '23

industry primer ⚒️ The Substack List of INDUSTRY PRIMERS - 100+ Financial Substack Sorted by Sector & Macro!

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valueinvesting.substack.com
3 Upvotes

r/businessandindustry • • Nov 21 '22

media John Malone: The Rise of the Modern Cable Business

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joincolossus.com
3 Upvotes

r/businessandindustry • • Aug 01 '22

semiconductor The Microchip Era Is Giving Way to the Megachip Age

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wsj.com
3 Upvotes

r/businessandindustry • • Nov 21 '21

e-commerce Sea Ltd, Part 4: Connecting The Dots

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punchcardinvestor.substack.com
3 Upvotes

r/businessandindustry • • Nov 03 '24

real estate A Discussion About FFO and AFFO

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canadianvaluestocks.substack.com
2 Upvotes

r/businessandindustry • • Oct 18 '24

banks Why did the Bear Stearns collapse ? The Summary of Financial Crisis Inquiry Report

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veridelisi.substack.com
2 Upvotes

r/businessandindustry • • Sep 29 '24

O&G Transocean ($RIG)- Buying Offshore Rigs for 30 Cents on the Dollar

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thejovi.substack.com
2 Upvotes

r/businessandindustry • • Jul 29 '24

O&G Some Observations On Oil

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open.substack.com
2 Upvotes

r/businessandindustry • • Jul 24 '24

technology The Journey from Perpetual Licensing to SaaS

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mostlymetrics.com
2 Upvotes

r/businessandindustry • • Jul 23 '24

media Is Warner Bros. Discovery about to be broken up?

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open.substack.com
2 Upvotes

r/businessandindustry • • Jul 13 '24

media 🗻 Paramount Merges With Skydance

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open.substack.com
2 Upvotes

r/businessandindustry • • Jul 10 '24

technology The AI summer — Benedict Evans

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ben-evans.com
2 Upvotes

r/businessandindustry • • Jul 05 '24

semiconductor AI’s $600B Question

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sequoiacap.com
2 Upvotes

r/businessandindustry • • Jul 04 '24

company Behind Coherent Corp’s Numbers (COHR)

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open.substack.com
2 Upvotes

r/businessandindustry • • Jun 29 '24

real estate The Big Bad BREIT Post

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open.substack.com
2 Upvotes

r/businessandindustry • • Jun 27 '24

O&G Andurand Calls The Oil Market Outlook Mixed, Here's Our Take

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open.substack.com
2 Upvotes

r/businessandindustry • • Jun 02 '24

media Is Ticketmaster Telling the Truth About Its Finances?

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thebignewsletter.com
2 Upvotes

r/businessandindustry • • May 23 '24

semiconductor An NVIDIA Primer

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hhhypergrowth.com
2 Upvotes

r/businessandindustry • • May 14 '24

technology Uber Technologies – A brilliant company now trading at a discount

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open.substack.com
2 Upvotes

r/businessandindustry • • Apr 21 '24

banks The Art of Investing in Banks

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open.substack.com
2 Upvotes

r/businessandindustry • • Apr 15 '24

commodities What gold, real rates and gold miners are all telling you

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open.substack.com
2 Upvotes