Mei LinDemo 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

Liked Staking yield only matters against the risk-free rate by Zoe Carter

Liked Owning the model, the chips and the distribution is a rare combination Paid by Priya Nair

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Liked Storage reports describe the weather, and export capacity sets the floor by Greta Lindqvist

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

The second point is the one most people are going to skip over.

Liked 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 Capacity in defence takes years to add, and the margin arrives last Paid by Conor Walsh

Liked Narrowing leadership ends before the index notices by Dana Cho

Liked Power generation is the steady buyer on the gas pipes Paid by Hank Brooks

Commented on An AI add-on sold per seat is a price increase with a better name Paid by Sam Whitfield

Reading this again with hindsight. The risk section aged nicely.