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Net Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.
Dan Davies
scuttleblurb
Frederik Gieschen
Doomberg
Stephen Clapham
Net Interest is Going Paid
An Analyst Turns His Sights on His Own Industry
Diminishing Returns to Scale in Asset Management
The Quest for Permanent Capital: From Buffett to Ackman and Apollo
Why Credit Suisse is Bad at Investment Banking
How the NYSE lost its dominant market position, only to build it up again
Global Exchange Groups
Capturing Value from Standard-Setting in Financial Services
Net Interest
www.netinterest.co
Net Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.
“Financial markets viewed through the lens of a 25yr hedge fund vet, delivered weekly.”
Packy McCormick, Not Boring by Packy McCormick
“Robust financial analysis from a genuine expert. ”
Mario Gabriele, The Generalist
“Marc is a master of making the complex world of finance legible and interesting, I always learn something.”
Ian Leslie, The Ruffian
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