Industry Primers

Industry primers of various sectors

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⚒️ The Value Investing Substack List of INDUSTRY PRIMERS

100+ Financial Substack Sorted by Sector & Macro

Apr 30 •

DISNEY: Bob Chapek Did Nothing Wrong | Streaming Industry Primer

Economies of Scale is still the secret to winning in the Media/Streaming industry... little has changed since John Malone was the The Cable Cowboy

Nov 26 •

Semiconductor Industry Primer

This Semiconductor Industry Primer will help you understand each of the 5 stages of the supply chain in the leading-edge semiconductor industry — and…

Oct 15 •

Are $100 Oil Prices Realistic? Maybe Not By End-2023, But Almost Certainly By 2025.

Fantastic Oil Price Insights Summarized from Goehring & Rozencwajg, Arjun Murti of Super-Spiked, Open Insights & Value Investing Substack

Sep 30 •

Big Gaming Industry Primer

The Competitive Moats of AAA Gaming Studios Are Like the Cigarette & Casino Industries Combined

Jun 2 •

SVB FINANCIAL & The Overrated Death of the US Banking Sector (Pre-Loved)

There have been a veritable ton of incredibly solid writeups about SVB Financial + Implications for the US Banking Sector over the past week. I loved…

Mar 18 •

🚅 US Railroad Industry Primer - The Picks & Shovels of the US Commodities Sector

What If You Could Combine The Radical Efficiency of the LCC Airline Sector with the Railroad Industry? You'd Get Precision Scheduled Railroading (PSR)

Jul 15, 2022 •

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