Can’t beat Ryanair bloomberg.com/news/articles/…

Aalim Rehman Agree, he is refreshingly honest and plays up to that persona

Aalim Rehman Yes, they are exceptional. They also have a very positive vibe. Truly unique

Let’s see if this one of those activist engagements that go nowhere bloomberg.com/news/articles/…

We've raised $100m in Series C funding for Substack. Thrilled to partner with Mood Rowghani at BOND, TCG, plus Jens Grede, Rich Paul, and a16z

$SE Shopee sellers with less than 100 monthly orders are exempted from RM0.50 platform fee Shopee started charging a "Platform Fee" of RM0.50 per order, effective 16 July 2025. However, all local sellers on Shopee with less than 100 orders per month will be exempted.

This provides a lifeline to equity research however wonder how data regulation affects research as the IB division can’t share useful private company info with other divisions. Perhaps the research will continue to lack depth and second order thinking. bloomberg.com/news/articles/…

Where to find the next $10B platform Dying firms. No competition. Billions are hiding in dying infrastructure. Thread

Added 56 new stock write-ups to the site (pt 1): Alan Gałecki – Financial-Engineering.net (potential dividend cuts) - $BF-B, $P911.DE, $UPS Divergent Capital - $GLIBA The Dutch Investors 🦁 - $WISE.L (earnings) waterboy - $CNC Aalim Rehman - $JD.L (update) Fierce_beast - $NRDS (short)

Yellowbrick Investing Alan Gałecki – Financial-Engineering.net Divergent Capital waterboy Aalim Rehman Fierce_beast Appreciate you mentioning us!

If you’re in your 20s in finance right now, reading Buffets Partnership letters and watching all the annual meetings will give you 10x the career juice of any MBA or graduate degree (and a lot less debt)

Day in the life of a L/S Equity PM 3:30am - wake up in a cold sweat from the memory of your IB VP calling you a fucking retard 5:30am - get to the office and plug into bloomberg. Investor relations girlies are doing the firm sponsored pilates class in the firm owned gym. You

New post about Unilever’s Ice Cream Segment listing on the Amsterdam Exchange in 4Q. Read more below: open.substack.com/pub/saadiyatca…

What a journey 🥺

Added 70 new stock write-ups to the site (pt 1): Long-term Equity Investor - $ANET (earnings) gilmour - $TIGO Yorrin | FluentInQuality (Norwegian stocks) - $NORBT.OL, $KOG.OL, $GJF.OL, $PROT.OL, $EQNR, $NHY.OL Nik_Maestro - $UBER (earnings) Aalim Rehman - $UL (earnings) Unemployed Small Cap Value Degen - $CROX

Drawbacks of listing in London

One of the few VCs that do it properly, listen up! open.spotify.com/episode/7FbDDZ…

New post regarding NASDAQ: CCLD 2Q-2025 earnings. Share price up 8% today! saadiyatcap.substack.com/p/carecloud-2q…

Added 72 new write-ups to the site (pt final): taobanker (Sunday Market Prep) - $SBUX, $TGT, $UGI Nugget Capital Partners (NCP) - $TOU.TO, $MI-UN.TO Cup of Coffee Capital - $XLY.TO Aalim Rehman - $KER.PA (earnings) Net-Net-Hunter Japan - $5187.T (earnings) Dalius - Special Sits - $PRPL (special sit overview)

what happens when you take creatine: - 5g: bigger muscles - 20g: bigger brain - 75g: replace sleep - 100g: communicate with groceries - 120g: replace wikipedia - 200g: jane street offer