Tidefall Capital
Trevor ScottStocks
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 6 years ago | Last Issue | 4 months ago |
| Active | |||||
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tidefall.substack.comLatest Issues
Constellation Software: When Does a Stock Become a Bond?
One of the most fundamental principles in finance is that stocks deserve higher discount rates than bonds.
The logic is straightforward. Bondholders have contractual claims on future cash flows while equity holders own whatever remains aft...
The SaaS Earnings Mirage
The price to earnings ratio is one of the simplest valuation metrics but comes with plenty of caveats!
In his 2000 letter, Warren Buffett wrote that “Common yardsticks such as dividend yield, the ratio of price to earnings or to book value...
Fairfax India: Control the Terminal, Control the Teller?
Just a very quick note as I’ve written about Fairfax India in prior letters but the IDBI news is worth discussing.
Fairfax India (FIH) IPO’d in 2015 to much fanfare. This is Fairfax’s play on the rise of India under the reforms and modern...
Breaking Down RBC's Constellation Software Mega Report
Another down day for software -3%. All those charts in my previous post are even worse. Blood in the streets!
RBC put out a 32 page monster update today on CSU, maintaining their market outperform rating with an unchanged target price of $...
SaaSpocalypse
Software is bad, the worst I’ve seen in my career. (and down yet another 4% today).
Here’s some charts (all of which have gotten worse since they were published)
Semis are on fire, Google just issued a 100 year “AI bonds” that investors...
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PM at Tidefall Capital Management Twitter @tidefallcapital
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