Business Breakdowns

I'm a big fan of John and his writing. He's a great investor who thinks deeply about his craft. I've learned a lot from reading his writing over the years and know you will too.

- Ryan Reeves

David's understanding of financial markets always impresses me. His ability to synthesize information is second to none and he's just an all-around nice guy. Definitely recommend Scuttleblurb -- it's like an accelerated investing degree.

- Ryan Reeves

Packy is a wizard at whipping up an exciting narrative about the future. His optimism and ability to see the big picture is fantastic. Plus, he's a darn good writer.

- Ryan Reeves

Love how the newsletter is uniquely him, not trying to fit into a box. Plus, I love the type of companies he is drawn to; things like Constellation, Adyen, Snowflake, Cloudflare, and Nvidia. It's a great mix of business and exploration.

- Ryan Reeves

The breadth that The Transcript offers is awesome. From banks to software to the Fed comments and everything in between, reading the newsletter is an efficient way to understand the present.

- Ryan Reeves