Valuation. Business analysis. Markets. Finance with curiosity, creativity, and skepticism.
“Devin is both a natural storyteller and looks at the world in a unique, thoughtful way. Invariant will fast become a favorite in your inbox.”
Adam Singer, Hot Takes
“Not your typical financial newsletter. Devin's curiosity bleeds through writing style, structure and content-matter of Invariant. I am never quite sure what I will receive in my inbox, but it's always high quality and off the beaten track, and that's why I enjoy it. ”
Conor Mac, Investment Talk
“Excellent deep dives, deeply researched and accompanied by relevant data. Also great to see someone dig back in to some older industry stalwarts. ”
Hunter, Lewis Enterprises