advait
advaitarun.bsky.social
capital markets & energy finance @ Center for Public Enterprise ☀️🏗️ • fmr US Treasury • bay area / dc • advaitcore.substack.com.
👤 Joined on 22 August 2023
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- 22 Ağu 2023, 02:31
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@advaitarun.bsky.social - 09 Kas 2023, 01:47
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You’re pushed on by numbers and punitive measures: pain, rejection, and unpaid bills. You can either play or you can crawl under a boat and waste away -- turn into salt or a flock of seagulls. Your enemies would love that. Or you can fight. The only way to load the dice is to keep on fighting.
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I have PTSD from 2024, but its increasingly looking like the polls right now could actually be underestimating democrats in a lot of races.
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implied EV of like 820 mil, if their pipeline is on time for end of 2026, theyll have 100 mw of generation. That generation probably has a fair value of like 500-700 mil depending on the PPA price. So it does feel like the discounting here is steep
Show PostFervo Market Cap is 2.7 billion and they have 2 billion in cash?
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This list of companies with increasing volumes of Credit Default Swap trading includes 5 of the 8 largest companies on earth by market cap. What counterparty has the capital to pay out on such an instrument?
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