Posts
Medallia Restructuring: The $5bn Equity Wipeout
Bill Gates recently bought $1.58B of this trash company
Republic Services (RSG) got to be the most boring near-monopoly on the market that nobody thinks to buy Garbage is something that's here to stay regardless of the market (recession or not). RSG owns the trucks and the landfills and in most towns there's basically just that one/two haulers you …
Swensen Is Dead; Long Live Swensen
Bloomberg’s 7 Powers & Why the Terminal Dominates Financial Markets | The Terminalist
Muse Is a Memory Story, The Market Traded It as a CPU Story
Vibe Coded Financial Terminals - which one?
Plenty of 'vibe coded' (apologies in advance if the vendors get cranky for being thrown into that bucket) financial terminals exist today to the point it is overwhelming to figure out the differences. I'm finding that one product like TIKR will be good at one part but then lack in …
Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down?
Emerging market life cycles
FICO's monopoly already left in 2025
Thursday's tape priced a monopoly ending. Exclusivity already went in July 2025 when VantageScore got GSE approval. April cut the mortgage pull to $0.99 plus $65 a funded loan, so that lever's spent. What changed is a \~50-lender pilot becoming every lender. Permission isn't displacement. The test is still VantageScore …