Good morning, investors!

Today, we’re exploring another financial newsletter within the Substack community:

The Sleepwell Strategy

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.

The Sleepwell Strategy

The Raw Material of Long Term Investing

The following piece was inspired by a Tweet and a few people that encouraged me to write it. It took me longer than I thought, and I shamelessly borrowed a few great ideas from fellow investors I admire. As always, thank you for reading, subscribing and sharing…

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2 years ago · 21 likes · 5 comments · Sleepwell

#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).

The Sleepwell Strategy

Music Streaming Royalties 101

“Music royalties are a complicated subject” might be the mother of all understatements. In this piece I will try to cover the basics of streaming royalties in the U.S., by walking through the process of creating a song, producing it, distributing it and monetizing it. Each of these steps are important to understand who the players are…

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2 years ago · 33 likes · 10 comments · Sleepwell

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