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Unpacking the Mechanics of Conduit Debt Financing

REDDIT / FrankLucasV2 / Nov 16, 2025

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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Dilution: When Price Affects Value

REDDIT / beerion / Nov 8, 2025

I've recently been exploring some of the nuances behind valuation, and have started putting together some notes as a go through some of this stuff. I was recently updating some valuation work, and noticed that my valuation price target fell …

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