Community Spotlight: Investment Talk
Honest and open-ended discussions.
Two years ago, I started Due Diligence. (Well, two years and two weeks ago — the milestone unwittingly passed me by.) To this day, I’m still figuring out the gist of this newsletter.
The investment world is expansive. For the active investor and aspirational learner, it can stoke curiosities in perpetuity, which makes writing about it a challenge. There are countless lenses to view it through — I started with comprehensive yet relatively succinct reports on individual companies; I migrated to shorter analyses of market movers; I took a detour with meme stocks; and, more recently, I adopted a thematic approach, spotlighting companies and industries that are well-positioned to benefit from the flow of capital.
I say this to express my respect for and appreciation of another investing newsletter in the Substack community, one that’s explored various perspectives of the investing world: Investment Talk.
Conor, the man behind the discussion, creates and curates a range of articles about the stock market, the companies within it, plus a wide variety of musings.
Market Talk, the newsletter’s staple segment, shares five must-read pieces of content every other Sunday, ranging from light reads like Peter Thiel’s “Competition Is for Losers” to dense AF reads like “The Psychology of Human Misjudgment” by Charlie Munger. Here’s a recent example:
Conor also hosts interviews and dives into individual companies. But what sets Investment Talk apart, in my opinion, is that it isn’t just an investment newsletter, it’s an open commentary on life with investment themes woven in. It’s easy to lose oneself in the abyss of markets. Conor reminds us to take a step back every once in a while. I challenge you to read the following piece, “The Bit In The Middle,” without entering an elevated stage of consciousness and self-reflection.
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