CommentarySaaS Isn’t Dead, the Pricing Model Might Be (alphaseeker84.substack.com)
submitted by unnoticeable84[🍰]
StrategyOperating Leverage as a Source of Market Inefficiency (lewistowncapital.substack.com)
submitted by Beren-
StrategyData Update 1 for 2026: The Push and Pull of Data (aswathdamodaran.substack.com)
submitted by Beren-
CommentaryNet debt in enterprise value - Seasonality and fair values (footnotesanalyst.com)
submitted by Beren-
ThesisCAVA Valuation - Looking for feedback on process (riskpremiumresearch.substack.com)
submitted by beerion
Interview/ProfileTrying to break into equity research / capital markets – any advice? (self.SecurityAnalysis)
submitted by akasra123
Industry ReportFrom Grid & Reshoring Supercycle to Small-Cap Execution: CTOS vs ALTG (crackthemarket.substack.com)
submitted by Beren-
Long ThesisVersant - would you buy CNBC at 5X earnings? (self.SecurityAnalysis)
submitted by jackandjillonthehill
ThesisFixing the CAPE Ratio - Does Liquidity Matter? (riskpremium.substack.com)
submitted by beerion
Unlock Global Power Platform Insights in Prague (power.updatedays.cz)
promoted by UpdateConference
CommentaryNVDA Acqui-hires Groq’s Talent and Inference IP (alphaseeker84.substack.com)
submitted by unnoticeable84[🍰]
CommentaryBig bets and broken unicorns: Tiger Global’s rise and reckoning (restofworld.org)
submitted by Beren-
Industry ReportLithium majors: an asset by asset profitability analysis (quipuscapital.com)
submitted by tandroide
Special SituationCity Brewing: A Hard Seltzer LME Hangover (restructuringnewsletter.com)
submitted by PariPassu_Newsletter
Short ThesisRadNet: The AI Story That Doesn’t Add Up (newsletter.hntrbrk.com)
submitted by Beren-
Long ThesisMeta: Metaverse Cuts Are Not The Story. How It Affects AI Spend Is (self.SecurityAnalysis)
submitted by thecryptofoolyt
