The Long Game

Home
Archive
About
Investment notes: Splunk - analogies to Adobe and Microsoft
Investment notes
 • 
The Long Game Investor
New
Top
Community
Reflecting on 2022, investment themes and the next iteration of The Long Game
Reflections on the first year of writing
 • 
The Long Game Investor
4
Intensity is the price of excellence, bull sh!t EBITDA adjustments, how to beat the S&P 500 and being called a "dumb doofus idiot"
October 2022 Monthly Wrap
 • 
The Long Game Investor
3
September Monthly wrap - 500 subs, the story of Spotify and the makings of a multi-bagger stock return
Monthly Wrap
 • 
The Long Game Investor
4
August Monthly Wrap - the best investment newsletter's, Coatue's views on the market and the history of Spotify
Monthly Wrap
 • 
The Long Game Investor
4
Spotify - The path to 20%+ sustained revenue growth and 35%+ gross margins is getting clearer
Revisiting the thesis
 • 
The Long Game Investor
July Monthly Wrap - saying no to an early stage investment in FB, GOOG and TSLA, match fixing and how ethical is Visa?
Monthly Wrap
 • 
The Long Game Investor
June Monthly Wrap
Every month I share an update on this newsletter and a summary of what I’ve read, seen or heard that I’ve found interesting.
 • 
The Long Game Investor
2
The Long Game
The Long Game
Professional investor on the buy side. This blog is a pseudo hedge fund, my investment research and general finance musings.

The Long Game

AboutArchiveSitemap
© 2023 The Long Game
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing