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About this newsletter
My writing is intended for investors, capital allocators, and entrepreneurs. As a full-time investor growing my private equity firm, Atlasview Equity Partners, I spend a lot of time analyzing investment opportunities, studying historic case studies, and reading widely. Every time I come across content that holds up — articles, letters, books, videos — I save it. The newsletter is a curation of what I find, paired with my own thinking.
Unlike most investment-focused newsletters, which chase breaking news and the latest events, mine is designed to remain useful long after the moment it’s sent.
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What readers are saying
One of the few newsletters I read every week. Substantive, opinionated, and free of noise.
Private equity · New York
Jay’s writing has shaped how I think about long-term capital allocation. The rare newsletter I save and re-read.
Family office · Toronto
Reads like dispatches from a working investor — practical, honest, and never overcooked.
Founder · London
The clearest thinking I’ve found on lower middle market PE. Required reading for anyone allocating in this space.
Independent sponsor · Boston
Each issue arrives like a small gift. I read them all the way through, which is more than I can say for almost anything else in my inbox.
Search fund operator · Chicago
The signal-to-noise ratio is extraordinary. I learn more from one of Jay’s posts than from a month of LinkedIn scrolling.
Endowment investor · Boston
Six representative voices. Replace with real reader testimonials from your archive when you populate the page.
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If you’re building a business, allocating capital, or investing for your own portfolio, you’ll find something useful here. I also occasionally share opportunities with subscribers — job openings, investment opportunities for accredited investors, and other actionable ideas.
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