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Newsletter Sampler: The Transcript
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Name: The TranscriptFrequency: WeeklyAudience: Professional investors & HNW individualsModel: FreemiumAuthor(s): Erick Mokaya & Scott KrisiloffTopics: Curated commentary from earnings calls across all sectors
Overview: The Transcript tells the story of the economy through quotes from top business leaders. They do this by reading dozens of earnings call transcripts each week and taking note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in their weekly newsletter. They also have a podcast and great Twitter account.
The Transcript is allowing our subscribers access to the last full paid edition
This edition has commentary from CEO’s on the following topics:
Consumer Spending – American Express, Target & Bank of America
CEO Confidence – Goldman Sachs & CSX
Inflation – Tractor Supply, Whirlpool, & Prologis
Europe’s Economy – Blackstone, Procter & Gamble, & Netflix
Consumer Strength – Hermes and United Airlines
Supply Chain Issues – LAM Research, Tesla & Target
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Good investing,The Idea Farm Team
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