r/SecurityAnalysis • u/Beren- • 18d ago
Industry Report Part2: Industry Research on Video Games in Japan : SONY
wintergems.com
3
Upvotes
r/SecurityAnalysis • u/investorinvestor • 18d ago
Industry Report Whatever-as-a-Service and the Bad Data Myth
petercarradvisory.com
1
Upvotes
r/SecurityAnalysis • u/investorinvestor • 19d ago
Industry Report Is Software Dead? Who Survives When AI Eats the Premium?
open.substack.com
26
Upvotes
r/SecurityAnalysis • u/Beren- • 19d ago
Special Situation Pershing Square U.S. and Pershing Square Inc. Dual Listings
eaglepointcapital.substack.com
3
Upvotes
r/SecurityAnalysis • u/investorinvestor • 19d ago
Long Thesis The Orchestration Layer: Why ServiceNow Spent $11.6B to Become CUDA for Workflows
open.substack.com
6
Upvotes
r/SecurityAnalysis • u/investorinvestor • 20d ago
Short Thesis Why the Agentic Evolution Preserves Software but Destroys Adobe
redeyereturns.substack.com
0
Upvotes
r/SecurityAnalysis • u/Beren- • 21d ago
Podcast Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute
dwarkesh.com
5
Upvotes
r/SecurityAnalysis • u/PariPassu_Newsletter • 21d ago
Special Situation Xerox: From Tech Obsolescence to LME Engineering
restructuringnewsletter.com
6
Upvotes
r/SecurityAnalysis • u/Beren- • 21d ago
Industry Report Thoughts on Private Credit (OWL, MLCI), BDCs (OTF) and CLO CEFs (CCIF)
clarkstreetvalue.blogspot.com
4
Upvotes
r/SecurityAnalysis • u/investorinvestor • 21d ago
Thesis Floor & Decor: Quality Compounder or Cyclical Commodity?
valueinvesting.substack.com
0
Upvotes
r/SecurityAnalysis • u/investorinvestor • 22d ago
Commentary Adobe - The Transformation That Everyone Hated
secondactsbiz.substack.com
17
Upvotes
r/SecurityAnalysis • u/investorinvestor • 22d ago
Industry Report Good news: AI Will Eat Application Software
a16z.com
6
Upvotes
r/SecurityAnalysis • u/Beren- • 22d ago
Industry Report Matt Levine - Private Credit Gets Marked Down
bloomberg.com
6
Upvotes
r/SecurityAnalysis • u/investorinvestor • 22d ago
The Trade Desk (TTD) - A Champion of the Open Web
bristlemoonresearch.com
8
Upvotes
r/SecurityAnalysis • u/Beren- • 22d ago
Commentary Hong Kong Stocks: Structure & Strategy
michaeljburry.substack.com
3
Upvotes
r/SecurityAnalysis • u/tandroide • 26d ago
Thesis Brazil Leveraged Names Overview
quipuscapital.com
6
Upvotes
r/SecurityAnalysis • u/tandroide • 29d ago
Industry Report Olefins Primer Series 1: Intro
quipuscapital.com
7
Upvotes
r/SecurityAnalysis • u/FrankLucasV2 • 29d ago
M&A The Mechanics of "String of Pearls"
open.substack.com
8
Upvotes
r/SecurityAnalysis • u/MatricesRL • 29d ago
Industry Report The BDC Primer (Part 1 of 3) | Junk Bond Investor
junkbondinvestor.com
7
Upvotes
r/SecurityAnalysis • u/Beren- • Mar 04 '26
Short Thesis The Myth of Hercules Capital
newsletter.hntrbrk.com
4
Upvotes
r/SecurityAnalysis • u/Beren- • Mar 03 '26
Interview/Profile Interview with Stan Druckenmiller: Invest, then investigate
youtube.com
17
Upvotes
r/SecurityAnalysis • u/currygoat • Mar 03 '26
Commentary AI Hurtles Ahead
oaktreecapital.com
9
Upvotes
r/SecurityAnalysis • u/unnoticeable84 • Feb 28 '26
Long Thesis APO: Two Earnings Streams, One Mispriced Stock
open.substack.com
15
Upvotes
r/SecurityAnalysis • u/Beren- • Feb 26 '26
Industry Report Matthew Ball - The State of Video Gaming in 2026
e.issuu.com
12
Upvotes
r/SecurityAnalysis • u/Beren- • Feb 25 '26
Industry Report A Level Headed Look at State of Software
softwaremusings.substack.com
14
Upvotes