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Netflix's Sovereign Stack: Financializing Leisure Time
How Netflix is evolving from just a streaming service
3 mins ago
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CapexAndChill
Brookfield’s Nuclear Pivot
Why Wall Street is mispricing Brookfield's nuclear ambitions
Jan 4
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CapexAndChill
42
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Uber as the Grid Operator
Expanding on my thesis that was validated by Pershing Square's Bill Ackman.
Dec 17, 2025
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CapexAndChill
27
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Nu Holdings ($NU) may have a Gen-Z Problem
The three-way war for Latin America's wallet has begun.
Dec 14, 2025
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CapexAndChill
19
2
2
NU's Cash Burn in Mexico is Actually a Moat.
Here’s the Data.
Dec 10, 2025
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CapexAndChill
13
5
3
MercadoLibre's Optical Illusion: The Zero-CAC Flywheel & The Friday Gap
Why Wall Street is misreading the 9.8% margin compression, and how empty trucks on Fridays are fueling a Zero-CAC credit flywheel.
Dec 8, 2025
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