The Long Game

Home
Archive
About
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

November 2022

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

October 2022

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

September 2022

Investment notes: Splunk - analogies to Adobe and Microsoft
Investment notes
 • 
The Long Game Investor
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

August 2022

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

July 2022

June 2022

May 2022 monthly wrap
Every month I share a summary of what I’ve read, seen or heard that I’ve found interesting.
 • 
The Long Game Investor

May 2022

Cvent (potentially) a quiet compounder in the making
Investment notes
 • 
The Long Game Investor
 and 
Young Money Capital
2
April 2022 Wrap - Music 🎵 & Markets 📈📉, Basketball 🏀, Jay Z ft Buffett and the (almost) perfect crime
The monthly wrap
 • 
The Long Game Investor
2

April 2022

Charlie Munger: "I wouldn't want any one of them to marry into my family."
Notes from Charlie Munger at Sohn Hearts and Minds 2021
 • 
The Long Game Investor
© 2024 The Long Game
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture