Substack

Mispriced Assets

Everything we have picked from this writer, newest first.

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

Mispriced Assets Sep 11

Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…

Mispriced Assets Aug 11

Aquarian won Brighthouse Financial despite a lower bid after higher offers failed to secure reinsurance for its legacy liabilities and thin…

Mispriced Assets Aug 9

Groupon, Corsair and StepStone report within 15 minutes, setting up volatility between Groupon’s after-hours release and its Friday morning…

Mispriced Assets Aug 6

Lam Research lifted its September revenue guide above consensus, while Microsoft’s capex cut reflects lease accounting and Meta’s AI…

Mispriced Assets Jul 30

Groupon is building an AI “Brain” to personalize its app for each user, turning its turnaround plan into a product initiative.

Mispriced Assets Jul 16

Fermi, a $6 billion Texas power developer with 17 gigawatts of planned capacity, needs its first data-center lease before turbine financing…

Mispriced Assets Jun 29

Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…

Mispriced Assets Jun 22

Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.

Mispriced Assets Jun 15

Tenable’s $27 valuation reflects fears that AI commoditizes vulnerability scanning, while the thesis says AI increases demand for…

Mispriced Assets Jun 9

AZRH fell from $2.40 to about six cents after scrutiny of its $14.3 million inventory valuation and CEO Josh Cohen’s felony arrest.

Mispriced Assets Jun 7