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Century Egg Credit

Century Egg

Smells like shit, but tastes like rotten eggs...if you like that type of stuff

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Substack
PricingFreemiumPublishesTwice weekly
Issues106Foundeda year agoLast Issuea month ago
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Latest Issues

Vibe Coding a Credit Research Tool - Part 3

Here are parts 1 and 2.

One thing I’m trying to do with the OREO platform (www.centuryeggcredit.com) is force my research process away from the obvious stuff and toward information that might actually be differentiated.

Most credit and eq...

a month ago
5

Vibe Coding a Credit Research Tool - Part 2

Here’s part 1.

A quick follow-up on the credit research workflow tool I wrote about earlier: users can now register and play around with it. The website is www.centuryeggcredit.com. The tool is free. Please don’t break it!

My basic idea i...

a month ago
14

$QVCGA: Grandma’s Favorite Bankruptcy - Part 11

Part 11 of a multi-part series on $QVCGA: An engineered TopCo wipeout in search of a tax answer. Kirkland is a commie.

Here are parts 1, 2, 3, 4, 5, 6, 7, 8, 9 and 10.

2 months ago
8
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Vibe Coding a Credit Research Tool

An epiphany hit me this weekend - I’m still young! As any self-respecting youngster would do these days, why not vibe code something using AI?

Over the past couple of days, I used Cursor and ChatGPT to build the initial framework of a cred...

3 months ago
13
6

Can You Smell What The Kate Is Cooking (LUMN)? - Part 4

Part 4 of a multi-part series on LUMN: Just BRING the Cash Flow!

Here are parts 1, 2, and 3.

3 months ago
1
Paid

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  • Century Egg

    Smells like shit, but tastes like rotten eggs...if you like that type of stuff

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