Stocks
April, 2026
They’ve compounded book value at 15% for 23 years, just bought back 5.6% of the company in one year, and the market still prices it at 1.5x
SpaceX IPO at 100x revenue multiple – $1.75-2 trillion. How is the Maths working?
Should i pull out of CONY?
The Perfect Storm: Bond Crisis into the mix of Private Credit Default and Oil Supply Shock