MT Capital Research

Global Macro & Financial Market Insights

In-depth research on High-Quality Companies and much more.

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

Data-driven Insights on Economics, Business, Finance, and Public Policy.

Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

human-centric economic analysis to help all of us understand the world better

Macro and Fundamental Investing from a former banker and asset manager with 19 years of experience. Free weekly posts on the stock market, macro and earnings. Paid subscribers receive analysis on Macro Events and Investment Ideas.

Exploration as a Service: Investing & business, science & technology, and the arts.

Learning in Public: Investing

Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"

Essays about the stock market, finance, and human behaviour.

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly