Offshore
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Fiscal.ai
Crocs is trading at its highest FCF Yield in a decade.
FCF Yield: 18.4%
Why wouldn't this work from here?
$CROX https://t.co/eeqGropz9f
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Crocs is trading at its highest FCF Yield in a decade.
FCF Yield: 18.4%
Why wouldn't this work from here?
$CROX https://t.co/eeqGropz9f
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AkhenOsiris
$UBER $LYFT
Leaving Money on the Dashboard: Price Dispersion and Search Frictions on Uber and Lyft
NBER Working Paper
November 2025
We document price differences for identical trips on Uber and Lyft, based on an audit of the two platforms. While price dispersion exists in the market, device-level data show that only 16.1% of consumers opening one app also open the other. Our estimates suggest that the modest frictions involved in comparison shopping increase platforms' gross booking volume by over $300 million annually in New York City alone. While price-comparison engines could in principle reduce frictions, Uber's API terms of use limit such services, reducing riders' ability to price compare.
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$UBER $LYFT
Leaving Money on the Dashboard: Price Dispersion and Search Frictions on Uber and Lyft
NBER Working Paper
November 2025
We document price differences for identical trips on Uber and Lyft, based on an audit of the two platforms. While price dispersion exists in the market, device-level data show that only 16.1% of consumers opening one app also open the other. Our estimates suggest that the modest frictions involved in comparison shopping increase platforms' gross booking volume by over $300 million annually in New York City alone. While price-comparison engines could in principle reduce frictions, Uber's API terms of use limit such services, reducing riders' ability to price compare.
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Offshore
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Finding Compounders
Bruce Berkowitz on the Keys to Success for the Fairholme Fund https://t.co/ZyfjVJaX6B
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Bruce Berkowitz on the Keys to Success for the Fairholme Fund https://t.co/ZyfjVJaX6B
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Offshore
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Finding Compounders
Buffett‘s negotiating style
This is a conversation between Buffett and Jack Ringwald on the purchase of National Indemnity https://t.co/liKAiePCnt
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Buffett‘s negotiating style
This is a conversation between Buffett and Jack Ringwald on the purchase of National Indemnity https://t.co/liKAiePCnt
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Offshore
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Finding Compounders
The Convictions of a Long Distance Investor
Great piece on Warren Buffett https://t.co/BxDcGan6M8
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The Convictions of a Long Distance Investor
Great piece on Warren Buffett https://t.co/BxDcGan6M8
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Offshore
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App Economy Insights
$CRCL Circle Q3 FY25:
• USDC in circulation +108% Y/Y to $74B.
• Revenue +66% Y/Y to $740M ($40M beat).
• Adjusted EBITDA +78% Y/Y to $166M.
USDC in circulation still expected to rise 40% CAGR. https://t.co/i3RTmyRIiL
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$CRCL Circle Q3 FY25:
• USDC in circulation +108% Y/Y to $74B.
• Revenue +66% Y/Y to $740M ($40M beat).
• Adjusted EBITDA +78% Y/Y to $166M.
USDC in circulation still expected to rise 40% CAGR. https://t.co/i3RTmyRIiL
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