Oct 21, 2026 from Sulayman Bowles — Writing Five cities, two balance sheets Five Texas cities report positive General Fund balances and negative governmental unrestricted net position. The difference matters when deciding what a city can afford.
Oct 21, 2026 from Sulayman Bowles — Writing The school-tax dollar Austin keeps Austin ISD booked $1.51 billion in maintenance-and-operations taxes in FY2025. Recapture sent just over half away. The remaining budget has its own pressures.
Oct 21, 2026 from Sulayman Bowles — Writing Harris County’s toll-road cash HCTRA transferred $961 million to other county transportation funds over three years. Its accounts show why a toll dollar is more than a payment on an old road bond.
Oct 19, 2026 from Sulayman Bowles — Writing Divisibility patterns and the size of a witness A superexponential lower bound for the maximum, an exact family rate, and a universal upper bound. The exact growth remains open.
Oct 19, 2026 from Sulayman Bowles — Writing Every ordering, from zeros and ones One fixed set of inputs. Every possible ordering. A constructive proof with an exact, interactive example.
Oct 19, 2026 from Sulayman Bowles — Writing Two requested recurrence proofs An alternating matrix inverse, a formal binomial transform, and two explicit proof requests.
Oct 14, 2026 from Sulayman Bowles — Writing Anduril is building a prime. The price assumes a platform. A cash-flow valuation of the factories, software economics, and financing required to turn defense demand into shareholder returns.
Oct 14, 2026 from Sulayman Bowles — Writing Hyperliquid can win without HYPE being cheap. A $30 central case can still assume an excellent business. The difference is what reaches the token, how long growth lasts, and how many claims share it.
Oct 14, 2026 from Sulayman Bowles — Writing Kalshi’s $40 billion question The market can grow faster than the fees Kalshi keeps. A valuation built around distribution, sports access, and the cash left for shareholders.
Oct 13, 2026 from The Autodidacts Curiosity Traps On reverse honeypots, rewarding close attention, and finding your people
Oct 13, 2026 from Sulayman Bowles — Writing Crocs: a cash engine with a brand test. A long on the profitable footwear franchise, with cash-funded repurchases and an explicit tax-payment stress.
Oct 13, 2026 from Sulayman Bowles — Writing Texas Robotaxis: Who Can Ride? Compare actual rider access, operating roles and trip fit before building robotaxis into an employee or guest transport plan.
Oct 13, 2026 from Sulayman Bowles — Writing Waymo for the Actual Trip Check the city, booking channel, airport leg and pickup time before putting a Texas Waymo trip into a business itinerary.
Oct 13, 2026 from Sulayman Bowles — Writing Adobe: paid workflows at a price I like. A long on recurring creative and document demand, with a cash budget for AI, acquisitions and fewer shares.
Oct 13, 2026 from Sulayman Bowles — Writing ElevenLabs: what a finished minute is worth A voice demo is the opening. I model the review, fallback and cash capture needed to turn generated usage into work a customer renews.
Oct 13, 2026 from Sulayman Bowles — Writing Expedia: the network beyond the booking. A long on consumer efficiency and partner distribution, with advance travel cash removed from the valuation anchor.
Oct 13, 2026 from Sulayman Bowles — Writing Flock: the renewal has to pay for the camera One annual fee bundles equipment and continuing service. I model the cash a deployment must recover and the renewal risk that can interrupt it.
Oct 13, 2026 from Sulayman Bowles — Writing PayPal: a modest recovery at $56. A long on transaction-margin recovery, valued after employee equity, lending reinvestment and customer obligations.
Oct 13, 2026 from Sulayman Bowles — Writing Ramp and the economics of saving money I separate the card bridge from paid workflow value, then test whether the platform and its buyer keep enough of the benefit.
Oct 13, 2026 from Sulayman Bowles — Writing The Permit Behind the Ride Texas now requires commercial driverless authorization. Verify the holder, vehicle, operating conditions and response plan before relying on the service.
