The Numbers Person
Mark Walter's insurers are under grand jury subpoena. Every filing they're being investigated for carries the same signature, and it isn't his.
Mispriced Assets
Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Latest episodes
Saves to your Listen queue, to pick up on another day or another device.
The Software Reckoning | Aznaur Midov | Ep. 2
AI, Private Credit, and the Coming Stress Test
Emergency Press Conference: FRMI & GRPN
Somebody Bought the Power and Someone Sold the Traffic.
The Last Bidder
Twenty interested firms were invited to look at Brighthouse Financial for purchase.
The Mispriced Assets Super Bowl
Three positions report tomorrow after the close. This is the tape I am grading them against
Priced Off the Slow Half
A profitable, deleveraging South African fintech at 7x EBITDA, with a licensed bank pending one final regulatory approval.
The Good, the Bad and the Ugly
Who gets paid for AI, and who just pays.
The Insurance Time Bomb | Rod Dubitsky | Ep1
Rod Dubitsky has been early to every credit collapse since 1987. The trick he keeps finding is capital that isn’t there.
The Cash Machine
A baseball team’s television network, a retiree’s annuity, and the label that tells you they have nothing to do with each other
Groupon Built a Brain
It’s happening. A two-sided marketplace, an AI engine, and a frequency lever worth $100M a turn.