Posts
Reddit
by treiner5
November 25, 2025
Why Does Dilution Matter? + Charts on ABNB, PINS, SNAP & Infra Software
Reddit
by tandroide
November 23, 2025
Capital-spread businesses: the Localiza example
Reddit
by [deleted]
November 20, 2025
Benedict Evans - AI Eats the World
Reddit
by jackandjillonthehill
November 20, 2025
MSCI inc - indexes have big moats, ESG isn’t dead
MSCI looks like a pretty good business. 57% of revenue and 70% of operating income comes from the index business, where they get paid by customers and ETF managers for making up an index. They get paid as a fraction of AUM of the funds using their indices, so they …
Reddit
by unnoticeable84
November 18, 2025
Forget the Bubble Talk: NVDA, MSFT, and GOOGL Are Playing Completely Different AI Games
Reddit
by [deleted]
November 17, 2025
The Age of Copper: Riding the Electrification, AI Data Center and Grid Investment Supercycles
Reddit
by [deleted]
November 17, 2025
OXY's Sensibility Makes Little Sense
Reddit
by treiner5
November 17, 2025
Tech Dilution Through Q3: Discipline Cracks at Big Tech
Reddit
by FrankLucasV2
November 16, 2025
Unpacking the Mechanics of Conduit Debt Financing
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 xAI deploy hundreds of billions into AI infrastructure while keeping …
Reddit
by [deleted]
November 14, 2025