Hope that people find these documents useful.
I realized, I write about 30 pages worth of notes each week and a lot of people who like to read may find this to be useful.
A few things to keep in mind- like all analysts I use a variety of leading industry sources, the digging is my work as are the ideas, the numbers aren’t.
If the notes are useful, please let me know on Twitter or Reddit. I write them for myself, to read as fast as I can, there are a million typos and shorthand ideas, sorry, not sorry. If you appreciate me sharing, just listen to the pod, or share this post.