The Strategy Desk
The Strategy Desk aims to share a structured way of thinking about companies and financial markets.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 7 months ago | Last Issue | 14 days ago |
| Active | |||||
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thestrategydesk1.substack.comLatest Issues
Reddit Inc: DCF valuation using Aswath Damodaran’s approach
Introduction
Reddit is a high-quality company. In Q2 2026, Reddit recorded its eighth consecutive quarter of 60%+ revenue growth. It’s scaling in a highly profitable way, while generating strong cash flow. Reddit ranks among the 10 mos...
Mercado Libre (MELI): A deep dive into MELI’s credit business
Introduction
MELI just delivered record quarterly revenues of $10b in Q2 26, and has now delivered 30 (yes, 30) consecutive quarters of 30% or higher growth. And the growth rate is accelerating. Revenue grew 49% YoY in Q1 26 and 50% Q...
Beyond the purchase price: Cash vs Stock in M&A
Cash consideration can be funded in several ways, including existing cash on the balance sheet, newly raised debt, or equity issued to outside investors with the proceeds used to pay the seller. Stock consideration works differently: rather...
Demystifying Bonds: From Yields and Inflation to Sovereign and Corporate Debt
People tend to prefer equity markets. Stocks are exciting. Podcasts, Substack posts and Reddit threads, are filled with debates about a company’s growth profile, margin potential, and valuation relative to peers. A well-timed investment in...
Return on Invested Capital (ROIC): A critical metric...and a challenging one to compute
Growth is never free, companies are constantly deploying capital to grow, whether that’s on property and equipment, research & development, people or marketing. The key question for stakeholders is whether than capital is being deployed eff...
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The Strategy Desk aims to share a structured way of thinking about companies, valuation and financial markets
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