CapexAndChill
The Deep Dive Hub
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 8 months ago | Last Issue | 19 days ago |
| Active | |||||
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capexandchill.substack.comLatest Issues
Unpacking ServiceNow’s Q2 Earnings
In this post, we will be moving past the headline Q2 beats to take a look at the margin engineering, the purpose of the recent M&A spree, and the tension associated with the AI enterprise.
The Disconnect Between Market Sentiment and th...
Netflix Disappoints on Guidance but Managing for the Long-term.
Netflix just reported its second quarter 2026 earnings. The financial results show Netflix is highly disciplined. Revenue reached 12.6 billion dollars. This is a 13 percent increase year over year, or 12 percent adjusting for foreign excha...
MercadoLibre’s "Full China" Strategy
MercadoLibre’s Q4 2025 results spooked the market, despite putting up some historic headline numbers. Even with revenue jumping 45% year-over-year to $8.76 billion, gross merchandise volume hitting $19.9 billion, and total items sold surgi...
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 It’s outdated.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...
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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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