Posts
Reddit
by [deleted]
October 23, 2025
Sanity Check
Reddit
by Zestyclose-Crow8145
October 22, 2025
Netflix taxes in Brasil
Yesterday Netflix reported revenues in line and earning miss of a $1.10 which based on 434 m fd shares is a equivalent to $ 477.4 m miss. It blamed on a Brasilian tax of $619 m. what it is not clear to me is that the tax is only partially …
Reddit
by [deleted]
October 16, 2025
Where are all the IPOs? The great private equity ruse
Reddit
by PariPassu_Newsletter
October 11, 2025
Thames Water Part 1, How the Tap Ran Dry
Reddit
by mfritz123
October 8, 2025
Japan's new prime minister: Sanae Takaichi
https://www.asiancenturystocks.com/japans-iron-lady/
Reddit
by [deleted]
October 6, 2025
Valuation multiples: Return on investment and growth
Reddit
by [deleted]
October 1, 2025
Are We Underestimating How AI Will Change Private Markets?
Reddit
by [deleted]
September 30, 2025
Michael Cembalest - The Data Center Blob
Reddit
by [deleted]
September 29, 2025
Morpheus Research - Short Thesis on Brunello Cucinelli
Reddit
by [deleted]
September 28, 2025