Feb. 6 at 1:51 PM
$TSLA Shadow Builder Series.
The goal is simple: take a company that operates mostly outside public markets, and rebuild the file from what it can’t hide leadership, acquisitions, regulatory scrutiny, and the moments the debt market forces disclosure.
https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-mars-inc
Mars was the cleanest case to do it on. Big enough to move categories, private enough to stay opaque, and active enough that the receipts are real.
$NFLX $GME
