Financials Unshackled is a free Independent Banking Insights newsletter from SeaPoint Insights on critical developments and themes in the Banking & Specialty Finance (Financials) domain - mostly UK & Ireland focused but with a broader global remit too
I write about how insights from diverse disciplines—history, mathematics, psychology, etc.—can enhance fundamental equity research.
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Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.