Reading your newsletter has been an enjoyable part of my Sunday routine for almost a year now. Devin, I wish you well in 2024.
A difference between independent publications such as yours and the legacy media is that you are writing to further your own understanding, not to convince me of something. As you say, “the world needs more writing that embraces full curiosity and skepticism.”
This is evident when you write about specific companies. The information and charts you provide are meant to answer questions like “is this a good investment?” and not simply to fill space. You often reach nuanced conclusions.
Your curiosity also shows through the kinds of articles you write — sometimes about specific companies, but sometimes about your investment process or the broader industry and regulatory environment.
I’m happy to hear that you’ve been able to get valuable feedback and make deep connections through your newsletter.
Thanks again for the kind words, Tian. Your support and feedback over the last year has been incredible. I look forward to our future conversations, as well as your future writing. I think 2024 will be a great year for both of us.
I always appreciate the thoughtfulness of Devin’s on schedule weekly articles (whether totally refined or not 😊).
Reading your newsletter has been an enjoyable part of my Sunday routine for almost a year now. Devin, I wish you well in 2024.
A difference between independent publications such as yours and the legacy media is that you are writing to further your own understanding, not to convince me of something. As you say, “the world needs more writing that embraces full curiosity and skepticism.”
This is evident when you write about specific companies. The information and charts you provide are meant to answer questions like “is this a good investment?” and not simply to fill space. You often reach nuanced conclusions.
Your curiosity also shows through the kinds of articles you write — sometimes about specific companies, but sometimes about your investment process or the broader industry and regulatory environment.
I’m happy to hear that you’ve been able to get valuable feedback and make deep connections through your newsletter.
Thanks again for the kind words, Tian. Your support and feedback over the last year has been incredible. I look forward to our future conversations, as well as your future writing. I think 2024 will be a great year for both of us.