Random Walk

Alex Izydorczyk's thoughts on data, finance, and economics, focusing on DaaS (data-as-a-service) businesses.

Real Estate Data and Analysis

Learning in Public: Investing

Data-driven Insights on Economics, Business, Finance, and Public Policy.

Activity in data, analytics, research, and fintech markets

all that is happening in the alternative data industry

Energy, finance, and the economy at-large | Subscription details are posted in our About page

TSOH is written by Alex Morris, a former buyside equities analyst with 10+ years of industry experience. Subscribers receive weekly investment research and 100% portfolio transparency, with the disclosure of all changes before they’re implemented.

A deep dive into emerging real estate themes and the innovators capitalizing on them