Tanisha Baid
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 2 months ago | Last Issue | 7 days ago |
| Active | |||||
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tanishabaid.substack.comLatest Issues
Rocket Lab Isn’t Just a Rocket Company. That’s the Whole Point.
Quick version: Rocket Lab now generates roughly three times as much revenue from Space Systems as it does from Launch Services. At the same time, it’s making two enormous bets: Neutron and an $8 billion acquisition. Neither is proven yet....
The 5 Numbers to Check Before Buying an ETF
Buying a growth ETF, a Nasdaq fund and a semiconductor ETF can feel like spreading your bets.
Your brokerage statement will show three investments. Your portfolio may show one very large opinion about NVIDIA.
An ETF makes buying a portfol...
The 4 Numbers I Check Before Buying a Chip Stock
A semiconductor company can grow earnings by 20% a year for five years and still give you a share-price return of only 10.7% a year.
Nothing has to go wrong.
The company can execute well. Earnings can more than double. The problem may sim...
Broadcom Doesn’t Just Sell Chips. It Sells the Cost of Leaving
Broadcom is one of the less obvious ways to invest in AI infrastructure, and almost nobody notices they’re doing it.
No flashy keynote. No CEO doing a leather-jacket world tour. It just quietly sits inside the machine, collecting rent.
Fo...
Chick-fil-A Doesn’t Sell You a Restaurant. It Rents You the Cash Flow.
The most famous number in franchising is $10,000 — Chick-fil-A’s initial franchise fee.
That’s closer to the price of a used Honda than a down payment on a business. McDonald’s, by comparison, typically wants to see at least $750,000 of yo...
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Authors
The writers behind this newsletter.
USC finance grad. Mostly interested in how businesses make money — and occasionally lose a lot of it.
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