Posts
Reddit
by PariPassu_Newsletter
January 23, 2026
Breaking the Pro-Rata Paradigm in Europe: Deconstructing Selecta’s Creditor-Led Restructuring
Reddit
by treiner5
January 21, 2026
AV Rideshare Economics: A dynamic model for Robotaxi P/L
Reddit
by unnoticeable84
January 20, 2026
SaaS Isn’t Dead, the Pricing Model Might Be
Reddit
by tandroide
January 19, 2026
US Trucking Primer I: Cycle basics
Reddit
by treiner5
January 16, 2026
Vibe Coding an OTA, Thoughts on AI Impact on Online Travel
Reddit
by [deleted]
January 15, 2026
Operating Leverage as a Source of Market Inefficiency
Reddit
by [deleted]
January 15, 2026
Data Update 1 for 2026: The Push and Pull of Data
Reddit
by [deleted]
January 14, 2026
Net debt in enterprise value - Seasonality and fair values
Reddit
by [deleted]
January 13, 2026
The Kelly Criterion
Reddit
by beerion
January 9, 2026
CAVA Valuation - Looking for feedback on process
I've put together a very short analysis for CAVA restaurants. Just as some background, I spent roughly 5-7 hours working on this. I came in cold as this was the first restaurant I've ever looked at so had to get up to speed on some of the terminology and general …