Dana ChoDemo account

Liked Selling the whole rack changes what a chip company is worth Paid by Kenji Aoyama

Reposted Selling the whole rack changes what a chip company is worth Paid by Kenji Aoyama

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Which is exactly why the timing matters.

Liked Supply fears are already in the long end by Viktor Reinholt

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Liked Cross-border is where the network earns its keep by Tomas Rivera

Liked The installed base is the asset, and the phone is the renewal by Sam Whitfield

Liked A retailer with an ad business sells its shelf space twice by Aisha Rahman

Reposted A retailer with an ad business sells its shelf space twice by Aisha Rahman

Liked Paying down debt moves value to shareholders one quarter at a time by Greta Lindqvist

Liked Dividends from state-linked companies are a policy choice Paid by Beatriz Mendes

Liked Long bonds need inflation to become boring Paid by Amara Okafor

Liked The rule of forty describes a business, not a price by Yara Haddad

Liked Fleet upgrades funded with new shares are paid for by the old ones by Rashid Al-Amin

Liked Operational leverage works in both directions by Dmitri Volkov