Faheem Siddiqi
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Business Breakdown: Solo Stove (NYSE: DTC)
Productive asset that's struggling in public markets?
Jan 15
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Faheem Siddiqi
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Business Breakdown: Solo Stove (NYSE: DTC)
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Understanding Implications from Fed's Meeting Minutes
Inflation, interest rates, euphoria
Jan 5
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Faheem Siddiqi
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Understanding Implications from Fed's Meeting Minutes
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November 2023
Why Aggregators Fail
Amazon aggregator, Thrasio, preparing to file for bankruptcy
Nov 26, 2023
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Faheem Siddiqi
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Why Aggregators Fail
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WeWork Bankruptcy
From boom to bust
Nov 17, 2023
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Faheem Siddiqi
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WeWork Bankruptcy
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Business Breakdown: Lunya's Bankruptcy Filing
Chap 11 filing, inventory account, what I would do as CEO
Nov 10, 2023
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Faheem Siddiqi
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Business Breakdown: Lunya's Bankruptcy Filing
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April 2023
How E-Commerce Brands Can Drive Working Capital Efficiency
Getting clarity on working capital investing and harvesting for your DTC brand
Apr 3, 2023
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Faheem Siddiqi
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How E-Commerce Brands Can Drive Working Capital Efficiency
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March 2023
Silicon Valley Bank Collapse
How we got here and what's ahead
Mar 12, 2023
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Faheem Siddiqi
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Silicon Valley Bank Collapse
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January 2023
Inflation Puzzle: Labor Market
Disconnect Between Fed and Financial Markets
Jan 29, 2023
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Faheem Siddiqi
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Inflation Puzzle: Labor Market
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Understanding Cash Conversion Cycle (CCC)
Welcome to The Enduring Investor. A newsletter letter focused on investing, finance and economics. I discuss capital markets and share lessons from…
Jan 22, 2023
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Faheem Siddiqi
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Understanding Cash Conversion Cycle (CCC)
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History of Inflation
What do further rate hikes mean?
Jan 15, 2023
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Faheem Siddiqi
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History of Inflation
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Discounted Cash Flow
Market is too optimistic. Fed is too pessimistic.
Jan 8, 2023
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Faheem Siddiqi
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Discounted Cash Flow
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December 2022
2023: Predictions
Rapid-fire thoughts on what I expect to happen next year
Dec 30, 2022
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Faheem Siddiqi
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2023: Predictions
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