Tidal Wave

Finance and operational stuff at tech companies.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

VC @ Bessemer; data-driven reflections on startups, AI/ML trends, and venture investing

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Weekly podcast episodes with transcripts, plus the occasional longer post

Investment Research

Long-term investment research with 100% portfolio transparency (prior disclosure of all changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

A chart-heavy cloud + SaaS newsletter

SaaS research by a pro