

Cirsa - An Underappreciated Gaming Asset - Part 1.0
Thesis & Overview What is Cirsa? Cirsa (private) is one of the largest global omnichannel casino operators in Spain, Italy and Latam. The...
May 293 min read
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Finance Technical Interview Quick Bite - 3 Statements Accounting
TLDR - 3 Statement accounting sucks - Read my notes and internalized it :) Foreword One of the trickiest parts of preparing for technical...
Jan 20, 20223 min read
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All you need to know about Tech Metrics
TLDR Software metrics are confusing, but most try to paint a picture of the potential revenue trajectory. Bookings show the health of the...
Jan 13, 20224 min read
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