Follow the evidence

Business: research notes

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Research

What does the evidence say?

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Campaign spending records need careful comparisons
At 8:39 in Up First · NPR
Sources: Federal Election Commission (external site); Federal Communications Commission (external site)
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A public filing is not an independent audit
At 45:49 in The Shawn Ryan Show
Sources: Internal Revenue Service (external site); National Council of Nonprofits (external site)
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Inside CoreWeave’s financing box
At 4:36 in All-In
Sources: CoreWeave, Inc. (external site)
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Project debt is only one part of the balance sheet
At 18:55 in All-In
Sources: CoreWeave, Inc. (external site); Cornell Law School, Legal Information Institute (external site)
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A bond’s coupon and market yield are different
At 24:20 in All-In
Sources: US Securities and Exchange Commission (external site)
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An IPO announcement is not an agreed valuation
At 45:44 in All-In
Sources: Anthropic (external site)
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The warehouse sold knowledge as well as stock
At 1:33:15 in Acquired
Sources: The Home Depot (external site)
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One retailer serves several kinds of job
At 3:00:06 in Acquired
Sources: The Home Depot (external site)
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China: a store-format exit, not a total withdrawal
At 3:01:44 in Acquired
Sources: The Home Depot (external site)
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The 2006 specification documents the platform inside the gaming product
At 10:53 in Lex Fridman Podcast
Sources: NVIDIA (external site)
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The acquisition joined computing and networking capabilities
At 19:33 in Lex Fridman Podcast
Sources: NVIDIA (external site)
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An efficiency multiple needs its workload and baseline
At 37:59 in Lex Fridman Podcast
Sources: NVIDIA (external site)