r/SecurityAnalysis

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Bitcoin TreasuryCos: Lessons From The 1929 Crash

REDDIT / [deleted] / Aug 20, 2025

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Capital and Industry

REDDIT / timestap / Aug 19, 2025

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3 Deep Value + Quality Chinese Chemicals Equities

REDDIT / tandroide / Aug 17, 2025

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Cash Holdings

REDDIT / [deleted] / Aug 16, 2025

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(G)rounded, (O)verleveraged, and (L)anding in Chapter 11: GOL Restructuring Deep Dive

REDDIT / PariPassu_Newsletter / Aug 7, 2025

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Michael Mauboussin interviews Seth Klarman

REDDIT / [deleted] / Aug 4, 2025

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Alta Fox Capital - Long Thesis on NCR Atleos

REDDIT / [deleted] / Aug 4, 2025

Score1.00

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US deficits: much more than manufacturing

REDDIT / tandroide / Aug 3, 2025

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Trends in Obesity: An Investor's Guide

REDDIT / HardDriveGuy / Aug 3, 2025

[Podcast overview of report and methodology can be found here.](https://www.williamblair.com/Insights/Shaping-the-Future-Innovations-and-Trends-in-Obesity-Treatment)

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Flywire's Flywheel

REDDIT / [deleted] / Aug 1, 2025