Brad Dalke

[Brad Dalke @doubledipper123]

@FCF_Freddy S + 2bps

[Brad Dalke @doubledipper123]

@Restructuring__ Genuine question, how do people without access to paywalled research data / organizations do their market / competitive research? Can’t be the only one that think the public resources for this stuff absolutely suck

[Brad Dalke @doubledipper123]

@HighyieldHarry Multi year contracts with companies exponentially increasing capex every year cannot be compared to short term memberships with smaller businesses.

[Brad Dalke @doubledipper123]

@FundamentEdge By building and analyzing so many parallel models with different data points are we not losing the core concept of investing which is to look at the 20% that actually matters rather than every intricate detail? Is this not creating a false sense of precision rather than alpha?

[Brad Dalke @doubledipper123]

@FundamentEdge What exactly did Opus 5.5 change?