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The Finance Corner

Kostadin Ristovski, ACCA

Independent Equity Research

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Substack
PricingFreemiumPublishesWeekly
Issues95Founded4 years agoLast Issue17 days ago
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Latest Issues

Deep dive into Michelin

The tire company that prints money

How does a company end up manufacturing tires and rating restaurants?

17 days ago
2
Paid

The art of distraction in investing

This post is inspired by Marc Benioff (The CEO of Salesforce).

The job of management is to maximize shareholders’ value, and the way they do that makes some C-level executives better (and more valuable) than others.

Most CEOs are storytel...

18 days ago

I cloned my voice for $1

I am a curious person. I want to figure out how things work.

I also want to start with an admission: I had no idea what I was doing.

A few days ago, I was looking into the latest open-source AI models, specifically text-to-speech. One th...

2 months ago
3
2

Not All SaaS Will Survive.

When ChatGPT was introduced, a number of companies were disrupted.

  • Chegg’s share price decreased by 99%.

  • Stack Overflow’s number of monthly questions decreased from 200k+ in 2014 to less than 4,000 in December 2025.

  • I’ve argu...

2 months ago
3

Zoom has something in common with Yahoo

Zoom had its popularity during COVID, when everyone was working at home, and its share price went up 8x in less than a year. Of course, the correction followed.

Now, it is barely mentioned, and I think that is a mistake.

But before we ge...

2 months ago
9
2

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  • Kostadin Ristovski, ACCA

    A curious human being, interested in a lot of stuff, one of them being finance.

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