Sharing is caring - my favourite links from two months of linking to Data & Analytics content

TL:DR - Read these links and increase your knowledge of the Data & Analytics sector

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As a follow-up to my last post, ‘6 lessons learned from 2 months writing a newsletter about Data & Analytics,’ I thought I would share some of the most interesting content I have linked to over that time.

Normal service (company analyses, etc) will be resumed shortly :-)

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Of the most popular links (excluding company websites) by views in the last two months only two really stood out:

• FT article about the founding of Capital IQ by Steve Turner, Randall Winn and Neal Goldman;

• Solomon Partners Q3 Financial Data & Analytics update - including Data & Analytics value drivers.

While these are both interesting, I thought that the following were also worth bringing to your attention again. I personally got a lot out of reading (and listening to) these.

Data & Analytics (and software)

• Alternative Data podcast interview with Matt Ober;

• InexOne article about transcript libraries;

• Teardown of Marketwise and the investment newsletter industry in Net Interest by Marc Rubinstein;

• Byrne Hobart in the The Diff on AltData;

• Speedwell Memos analysis of Constellation Software;

• Liberty’s analysis of Roper Technologies’ business model and M&A activity, quoted from Scuttle Blurb:

485: Jensenmania and Nvidia GTC 2024, Roper Technologies Deep Dive, Nuclear Ramp Up, Humanity's Archives, We Are Legion Review

Investors and finance

• Profile in Bloomberg of John Seo’s hedge fund Fermat Capital Management, their success in the Cat bond market, and the overall market for weather-related catastrophe insurance;

• Interview with Reece Duca, software investor par excellence:

Letter #137: Reece Duca and Bob Casey (2023)

• Michael Sidgmore of Alt Goes Mainstream’s analysis of the Private Markets sector, full of useful data from a variety of sources:

AGM Alts Weekly | 3.24.24

Strategy

• Tegus blog post explaining the impact of 7 Powers on their strategy

• How ultra-marathon champion Courtney Dauwalter deals with pain;

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And the reading never stops! I found the following interesting over the holiday weekend here in the UK:

• Niall Ferguson has a thought-provoking piece on demographic trends in Bloomberg: ‘Global Population Crash Isn't Sci-Fi Anymore’. “We used to worry about the planet getting too crowded, but there are plenty of downsides to a shrinking humanity as well”;

• Matt Ober flagged this interview with Lance Uggla, the founder of Markit: