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- Total posts
- 352
- Total predictions
- 23
- Success rate
- 34.8%
- Avg score
- 0.07
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US Meatpacking ($TSN, $SFD, $PPC): Cheap enough?
The US's largest domestic protein producers screen relatively attractively when viewed across the cycle, enjoy defensive demand, and have scale moats. However, each protein cycle is unique, and we might be approaching a time of great cost and demand disruption. …
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How AI Startups Hallucinate Their Revenue Metrics
Understanding the difference between cARR and actual ARR + how the metric gets gamed by founders looking to raise money.
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Valuation of Insurance Brokers
Hello, I am looking for research material for insurance brokerages(Aon, Browns, Gallgher, etc) I am insurance advisor & account manager myself and considering recent slump in industry valuation I want to find long thesis for individual plays in the sector, …
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Deep dive into Cerebras S-1
[A reading of the S-1\/A, with operational benchmarks against peers.](https://preview.redd.it/06ev2sf2fx0h1.png?width=1448&format=png&auto=webp&s=4acbff9f903a87c070de5ccc1498c0895b452e85) [Pressure-testing the Cerebras IPO](https://revelata.substack.com/p/pressure-testing-the-cerebras-ipo)
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