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Community Spotlight: Sleepwell Strategy
The basis of sleeping well at night as an investor.
Good morning, investors!
Today, we’re exploring another financial newsletter within the Substack community:
Per the newsletter’s about page, Sleepwell is a generalist and curious investor who studies investment strategies, industries, and companies that tickle their fancy. They leverage a unique background of music, engineering, and finance to thoughtfully study potential investments. Although they don’t have a set publishing schedule, Sleepwell’s content is worth exploring nonetheless.
In a recent edition of DD, I recommended one of Sleepwell’s pieces on perspective — specifically, what equity investors can learn from the fixed income side of things. But I’ll share a couple more to get you started.
#1: A superb explanation of conviction and its necessity in the world of investing.
#2: Music Streaming Royalties 101
Having covered the Sports & Entertainment industry during my investment banking stint, this one hits close to home. While I don’t have any data to back the claim, I can confidently say the vast majority of people don’t understand music rights. Read this if you want to know what goes on behind the curtain (or album).
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