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MBI Deep Dives
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Investment Research
SaaSletter
By Matt Harney
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A chart-heavy cloud + SaaS newsletter
OnlyCFO's Newsletter
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Software and Finance
Next Big Teng
By Janelle Teng
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VC @ Bessemer; data-driven reflections on startups, cloud trends, and growth-stage investing
B
Buck on Software
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SaaS research by a pro
TSOH Investment Research Service
By Alex Morris (TSOH Investment Research)
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Long-term investment research with 100% portfolio transparency. TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
Newcomer
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Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry written by Eric Newcomer.
Net Interest
By Marc Rubinstein
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Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.
Fabricated Knowledge
By mule
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Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
The Split
By Turner Novak
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