CapexAndChill
CapexAndChillThe Deep Dive Hub
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | capexandchill.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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 It’s outdated.
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
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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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