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- Total posts
- 352
- Total predictions
- 23
- Success rate
- 34.8%
- Avg score
- 0.07
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MSCI inc - indexes have big moats, ESG isn’t dead
MSCI looks like a pretty good business. 57% of revenue and 70% of operating income comes from the index business, where they get paid by customers and ETF managers for making up an index. They get paid as a fraction …
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Unpacking the Mechanics of Conduit Debt Financing
Hey everyone, I’m starting a new primer series breaking down the technical architecture of modern finance, and figured this community might find it interesting. Today’s topic: Conduit debt financing which is the financial structure letting companies like Meta, Oracle, and …
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