Hey there.

My name is Carter, and I’d like to welcome you to Due Diligence.

What is Due Diligence?

Even though this newsletter went live in March 2021, frankly speaking, I’m still in the process of answering that question.

Due Diligence is a collection of my thoughts. An outlet for my investment research and analysis. An excuse to stay on top of macroeconomic and company-specific news. And, perhaps most importantly, an opportunity to learn.

I used to work in investment banking as an underwriter and portfolio manager at SunTrust Robinson Humphrey (now Truist Securities). I enjoyed digging into companies and learning new business models and concepts, so now I apply that skill set to the stock market.

By trade, I’m a financial copywriter, which means — if you’ll allow me to self-brag a little — I’m pretty good at simplifying complicated stuff. I value your time, and I value my time, so my findings aren’t stuffed with technical jargon or mind-numbing, dull analysis (usually). The goal is to produce informative yet digestible content.

There are four sections to this newsletter:

Generally, each month, I share two Digests, a Market Movers, and a Community Spotlight. But I don’t follow a rigid content schedule.

What’s the end goal?

This newsletter is free to read. Barring a crazy influx of subscribers, it’ll remain that way. Considering I spend about 20 hours a month researching and writing issues, I may accept donations to support the cause at some point, but payment is, by no means, required to subscribe.

Speaking of subscribing…

(Once you subscribe, you’ll immediately receive a welcome email — check your Promotions folder or Spam if you don’t get anything.)

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Investment banking drone turned financial copywriter | Editor of Due Diligence