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Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
Oct 19, 2026 from Sulayman Bowles — Writing

Two requested recurrence proofs

An alternating matrix inverse, a formal binomial transform, and two explicit proof requests.

Case Vault — EN
Oct 15, 2026 from Case Vault — EN

The McDonald’s Monopoly Scam

United States · 1989–2001 · Scam — For twelve years, security director Jerome Jacobson embezzled winning McDonald's Monopoly game pieces using duplicate seals, distributing over $20 million in stol...

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
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.

Sulayman Bowles — Writing
Oct 13, 2026 from Sulayman Bowles — Writing

Texas Freight: What Is Operating?

A buyer’s comparison of driverless service, supervised customer freight and future launches across Texas trucking operations.

Sulayman Bowles — Writing
Oct 13, 2026 from Sulayman Bowles — Writing

Price the Whole Freight Route

A complete-route comparison for shippers deciding between direct driverless delivery, terminal transfers and conventional backup capacity.

Sulayman Bowles — Writing
Oct 13, 2026 from Sulayman Bowles — Writing

Zoox: From Arrival to Service

Read the fleet stage, rider access and operating model before turning a Texas Zoox announcement into a transport promise or property forecast.

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