Cape Fear Advisors
Subscribe
Sign in
Latest
Top
Discussions
NVIDIA, Adding It Up: The Quality of Cash
Circular financing, paid in cash.
Jun 25
•
Cape Fear Advisors
3
1
Adding It Up: The Quality of Cash
On straining the assumption inside a number
Jun 23
•
Cape Fear Advisors
1
1
OpenAI, the round before the listing
March's $122 billion, cut to the cash, and the events its terms are set against
Jun 21
•
Cape Fear Advisors
4
1
SpaceX, Adding It Up: Cursor Stock and Investment-Grade Refinancing
Another week of filings, and a shorter list of cash sources
Jun 19
•
Cape Fear Advisors
3
1
1
Oracle just said a lot about OpenAI
What one filing says about NVIDIA and the entire AI buildout
Jun 18
•
Cape Fear Advisors
19
1
4
OpenAI, adding it up
Ed Zitron's reporting gave us an early and fascinating look at OpenAI's financials.
Jun 16
•
Cape Fear Advisors
8
1
CoreWeave, Adding It Up
A Cash Reconstruction Exercise
Jun 13
•
Cape Fear Advisors
9
3
1
SpaceX, Adding It Up: The Record-Breaking IPO Week
The announcements increased pressure on cash, and left the gap unresolved
Jun 12
•
Cape Fear Advisors
4
1
SpaceX, Adding It Up: The Probability of Failure
Professor Damodaran asked his readers to check the numbers. We checked the one left at zero.
Jun 7
•
Cape Fear Advisors
3
1
SpaceX, Adding It Up: Reading the Whole Release
Two instructions, both on the record: read the entire prospectus, and test the AI assumption. We did both.
Jun 6
•
Cape Fear Advisors
4
1
SpaceX, Adding It Up: What the Compute Contracts Commit
A contract reported as $30 billion, and what, under its own terms, it actually commits.
Jun 6
•
Cape Fear Advisors
3
SpaceX, Adding It Up: Reconsidering the $235 Billion Cash Gap
Regardless of assumptions, the cash gap remains an open item.
Jun 5
•
Cape Fear Advisors
7
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
