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Welcome to The NorthPath Letter.


Your subscription is active and your first essay is on its way. You will receive a welcome email shortly with everything you need to know — the publishing schedule, how to access the archive, and how to manage your account.

What you can expect: long-form, strategic analysis of global businesses and capital markets, written for the professional reader who wants structural understanding, not daily noise. No advertising, no sponsored content, no stock tips. Just careful writing about how the world actually works.

If you have signed up for Manish Goel Plus, the monthly portfolio disclosure and the thesis behind every position will be in your inbox on the first weekend of each month, alongside the second daily essay.

I read every email reply. Questions, push-back, or essay suggestions are welcome at info@northpathadvisory.eu.

— Manish Goel, FCA  ·  Tallinn, Estonia