Posts
Reddit
by [deleted]
November 13, 2025
Warren Buffett Final Shareholder Letter
Reddit
by PariPassu_Newsletter
November 10, 2025
A Sharp Turn: Oregon Tool’s Post-Serta LME
Reddit
by tandroide
November 9, 2025
Olefins Primer III - LyondellBasell & Dow
Reddit
by beerion
November 8, 2025
Dilution: When Price Affects Value
I've recently been exploring some of the nuances behind valuation, and have started putting together some notes as a go through some of this stuff. I was recently updating some valuation work, and noticed that my valuation price target fell in an unexpected way. That inspired me to dig in …
Reddit
by MatricesRL
November 8, 2025
Capital Allocation – Michael Mauboussin (Counterpoint Global Insights)
Reddit
by treiner5
November 7, 2025
Experience & Mobility Platform Incremental Margins & Earnings
Reddit
by [deleted]
November 7, 2025
Private Equity/Credit: The Bubble and its Implications
Reddit
by [deleted]
November 6, 2025
Surviving the AI Capex Boom
Reddit
by treiner5
October 30, 2025
Uber × Nuro / Lucid / Stellantis / Nvidia: The Next Phase of Rideshare Autonomy
Reddit
by [deleted]
October 30, 2025