Matt Levine explores Wall Street and finance through the incentives, contracts and unusual situations behind the headlines, with room for curiosity and humor.
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Compounding Quality
Research on quality businesses and long term compounding, combining investing lessons with company analysis, valuation work and updates on the publisher’s own portfolio.
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For each company case, separate the evidence of business quality from the assumptions that make its valuation attractive.
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The Financial Times examines market arguments, valuations and macroeconomic forces, helping readers test the assumptions behind prevailing investment narratives and the day’s price moves.
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FT Alphaville
An inquisitive Financial Times publication exploring market plumbing, economic claims, corporate finance and unusual data, with a free website and an email edition.
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