top of page
Bitsize
Digest
Investing, Personal Finance &
Life
FOOD FOR THOUGHT


Richard Feynman’s Love Letter to his Wife
Richard Feynman is remembered as one of the greatest physicists of the 20th century — a Nobel Prize–winning pioneer of quantum electrodynamics. His professional persona was sharp, rational, and famously skeptical; he demanded proof, clarity, and mathematical elegance from the world. Yet his 1946 love letter to his late wife, Arline, reveals a completely different dimension of Feynman — one that is tender, vulnerable, and deeply human. In that letter, written more than a year
Nov 213 min read


Cirsa IPO - The Boring but Cash Cow Business Overview
CIRSA has announced an IPO, looking to raise 460m EURs at a TBD valuation. UoP will be to reduce debt and fund its growth strategy,...
Jun 266 min read


Cirsa - An Underappreciated Gaming Asset - Part 1.0
Thesis & Overview What is Cirsa? Cirsa (private) is one of the largest global omnichannel casino operators in Spain, Italy and Latam. The...
May 293 min read


Finance Technical Interview Quick Bite - 3 Statements Accounting
TLDR - 3 Statement accounting sucks - Read my notes and internalized it :) Foreword One of the trickiest parts of preparing for technical...
Jan 20, 20223 min read


All you need to know about Tech Metrics
TLDR Software metrics are confusing, but most try to paint a picture of the potential revenue trajectory. Bookings show the health of the...
Jan 13, 20224 min read
bottom of page


