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TMT Breakout
Oct 08, 2023
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Happy Sunday – hope everyone is enjoying their weekend and time away from their screens despite the sad news abroad. Before I dive into this week’s recap, I wanted to ask our community of readers for help.  Our mission here at TMTB is to be a one-stop shop for readers to find out what pieces of news, research, narratives, positioning, sentiment, etc. will impact stocks.  Given the increasingly outsized moves we see in tech day to day, I think there is a unique opportunity for TMTB to filter all the information out there and provide you – whether retail or institutional investor – with the insight and commentary on the most impactful stock-moving news. 

However, since I left my seat at a large multi-manager, I don’t have access to everything I need to build out the best product possible for you readers.  I don’t think there is anything else on the sell-side that has the potential to provide the value we can as: 1) TMTB can be research-agnostic and 2) my 15+ years of experience on the bu…

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