Who I Pay to Read

Each day ~94 million unique pieces of financial content are created and posted on the internet. I made that number up, but it seems reasonable. Time is your most precious resource, so you have to be vigilant about how you allocate it. You can lean on curators like Tadas Viskanta, use financial publication outlets like The Wall Street Journal or Barron’s, or read people who write on topics that are of particular interest to you.

A lot of people that are producing content have a day job and put their content out for free. Today I want to talk about a few people who have made a career out of writing who get paid by their audience.

These people are experts in their respective fields and get paid for the time and energy they spend researching and writing to make their readers better-informed investors. I pay for each of the subscriptions below.

The Science of Hitting by Alex Morris. Alex spent most of his career as a buy-side analyst and writes about businesses and investing. He covers AirBnb, Facebook, and other brand names in a way that can help a professional but is also digestible for the layman. We had Alex on The Compound and Friends this week, and he was fantastic. If you want to enter a raffle to win a one-year free subscription, click here. If you’re into individual names, The Science of Hitting is great.

Sam Ro is a blogger’s blogger. I don’t know exactly what I mean by that, but I love Sam and it sounds good. I lean on Sam for a lot of the content I produce, especially the podcasts. Not only does he get all the sell-side research reports, but he pulls out the best stuff for his readers, and he does it almost daily. Sam sprinkles in some free posts so if you’re not subscribing to those already, you definitely should be.

The Overshoot I’ve been reading Matthew Klein for a long time. He was recently at the Financial Times and Barron’s and was always one of the clearest thinkers on macroeconomics. I was talking to somebody the other day about how most macro focused investors tend to be glass half empty or downright bearish all the time. Klein is the opposite. I’m not saying he’s a permabull or anything like that, but there’s no nastiness or inherent cynicism that colors his research or his writing. He’s evidence-based and doesn’t have an ax to grind. His posts are meaty but not too long, and he publishes weekly.

Eric Newcomer writes about technology and venture capital, and after subscribing for a few months, it’s clear that he is super plugged into that world. Some of the stuff he brings to the surface are things you won’t find anywhere else. If you’re interested in this space, I cannot recommend his Substack highly enough.

Net Interest. Marc Rubinstein spent his career covering financial services at a hedge fund. He has a great understanding of the history of financial markets and has unique insights into the future of these companies that finance the world. One of my favorite writers out there.

Check out our episode with Alex, and click here to enter a chance to win a free subscription. Have a great weekend everyone!