Alessandra Luciano
Alessandra LucianoMacro signals, factor investing, and the assumptions the market forgets to question.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 6 months ago | Last Issue | a month ago |
| Active | |||||
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alessandraluciano.substack.comLatest Issues
Zillow: A Cyclical Stock Wrapped Around a Non-Cyclical Business
The market prices Zillow as a bet on mortgage rates. The financials say it stopped being one years ago.
Here is the mispricing in one sentence: Zillow’s share price is cyclical on interest rates, but its business no longer is. The stock tr...
Reverse DCF: What the Market Is Actually Pricing Into Nvidia
A discounted cash flow tells you what you think a company is worth. A reverse DCF tells you what you’d have to believe to agree with the market.
Every valuation debate about a great company eventually collapses into the same unwinnable arg...
DPI Is the New IRR
Why limited partners stopped believing the marks — and started counting the cash
TVPI is an opinion. DPI is a wire transfer. For a decade of rising markets the distinction was academic — paper value and realized value climbed together, and...
From $9.9 Billion to Zero: The Anatomy of a Failed LBO
Envision Healthcare did not die of bad operations. It died of a capital structure that priced regulatory risk at zero.
EBITDA Is a Negotiation, Not a Number
Why the most-used multiple in finance measures less than it used to — and what to check before you quote it
EV/EBITDA conquered finance because it promised three things: simplicity, comparability, and resistance to accounting judgment. In...
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The writers behind this newsletter.
Corporate finance analyst who couldn't stop asking "but what does the data actually say?" Now I write about economics, markets and quant signals for people who'd rather read a chart than a hot take. → New Piece Evert Week. Bring coffee.
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