I think one could do a brisk business in a newsletter where you just cover the heck out of annual reports in a sector and then sell the back catalog for a lot more than newsletters typically go for.
“Equity research. You invented equity research.”

Different business model and a different customer, right? What’s the thing you tell a new PM in fintech to go read to understand e.g. Green Dot Bank? They’re not going to pull it up in Bloomberg and read analysts.
“Why would you need to...”

As a finger to wind guess, there are at least 1,000 PMs (and probably growing at 20%+ per year) who will need to read a document similar to that.
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