Bitsize Digest
Investing, Personal Finance & Life
Food for Thought
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Richard Feynman’s Love Letter to his Wife
Richard Feynman is remembered as one of the greatest physicists of the 20th century. Yet his 1946 love letter to his late wife, Arline, reveals a completely different dimension — one that is tender, vulnerable, and deeply human. Read more
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Cirsa IPO – The Boring but Cash Cow Business Overview
CIRSA has announced an IPO, looking to raise 460m EURs at a TBD valuation. A comprehensive overview of the Spain + Latam gaming omnichannel business including Casinos, Slots, and Digital Gaming segments. Read more
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Cirsa – An Underappreciated Gaming Asset – Part 1.0
Thesis and valuation overview for Cirsa, one of the largest global omnichannel casino operators in Spain, Italy and Latam. Our SOTP suggests the company is worth 7.0x EV/EBITDA. Read more
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Finance Technical Interview Quick Bite – 3 Statements Accounting
TLDR: 3 Statement accounting sucks — read my notes and internalize it. A quick-bite guide to the most common finance technical interview questions on how changes to income statement items flow through cash flow and balance sheet. Read more
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All you need to know about Tech Metrics
Software metrics are confusing, but most try to paint a picture of the potential revenue trajectory. A guide to Bookings, Billings, ARR, DBNRR, Customer Churn, and CLTV for new investors. Read more