Posts
Reddit
by Chris-Waller
December 7, 2025
GCI Liberty (GLIBA) - Spinoff, John Malone, Dominant Telecom
Hi everyone - first time posting here, looking forward to the discussion. I just wrote a 30 page report on GCI Liberty (GLIBA) having interviewed 17 former employees, customers, and competitors. Here are the highlights: GCI spun out from Liberty Broadband in July and has a market cap of $1bn …
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Reddit
by InformationOk4114
December 7, 2025
Why gov't-sponsored healthcare insurers are unjustifiably punished in the market
[https://underhood.substack.com/p/from-obamacare-to-trumpcare-find](https://underhood.substack.com/p/from-obamacare-to-trumpcare-find)
Reddit
by timestap
December 4, 2025
Power Overwhelming: do we need to fill a $1.5T AI revenue hole?
Reddit
by [deleted]
December 4, 2025
On EA’s Next Act and Its Vision for Sports & Sports Fandom
Reddit
by [deleted]
December 2, 2025
Michael Burry Speaks - Against the Rules with Michael Lewis
Reddit
by [deleted]
December 1, 2025
Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK
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 …