CapexAndChill
The Deep Dive Hub
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 6 months ago | Last Issue | 4 months ago |
| Active | |||||
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capexandchill.substack.comLatest Issues
ServiceNow: From Headcount Tax to Productivity Tax
ServiceNow functions as a single, unified cloud platform. It is often viewed as the operating system for business. It orchestrates workflows across departments like IT, HR, and Customer Service. Unlike competitors stitched together through...
Netflix's Sovereign Stack: Financializing Leisure Time
Mainstream coverage of the Netflix / Warner Bros. Discovery deal focuses on the wrong things: debt loads and linear spin-offs of the legacy assets. That’s the “Streaming Wars 2.0” narrative. It’s outdated.
The market still treats Netflix l...
Brookfield’s Nuclear Pivot
If you look at Brookfield Corporation and just see a complex, boring alternative asset manager, you likely aren’t looking close enough. Most investors throw Brookfield in the too-hard pile. They view it as a levered spread trade on interes...
Uber as the Grid Operator
The Misunderstood Moat
The market continues to price Uber as if it is fighting a war it is destined to lose. The prevailing fear is simple: autonomous vehicles will achieve scale, commoditize the network, and displace the human driver,...
Nu Holdings ($NU) may have a Gen-Z Problem
TL;DR:
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The Current Wall Street Consensus: Nu and MercadoLibre are a “Cozy Duopoly” with a seemingly impenetrable runway in Latin America.
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My Theory: A three-way war has begun. Sea Limited is attempting to pre-bank Gen-Z gam...
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Authors
The writers behind this newsletter.
Long-term value investing. I enjoy deep-diving \ud83e\udd3f into companies and sharing my findings.
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