The Minutes of Gavin Baker on analysis https://minutesof.com/gavin-baker/on/analysis/ Everything Gavin Baker has said on analysis: 2 verbatim quotes from April 2020, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:44 +0000 Baker says investors are running a new metric: days of solvency with zero revenue. https://minutesof.com/q/4892898f-28b6-435f-bbd1-ff65292b0b52/ https://minutesof.com/q/4892898f-28b6-435f-bbd1-ff65292b0b52/ “Days of liquidity with zero revenue has been the acid liquidity test that I think a lot of investors have been working through.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 analysis Baker says investors are running a new metric: days of solvency with zero revenue. https://minutesof.com/q/a73e3844-5c2f-4c63-ad2a-4773621bc803/ https://minutesof.com/q/a73e3844-5c2f-4c63-ad2a-4773621bc803/ “Days of liquidity with zero revenue has been the acid liquidity test that I think a lot of investors have been working through. And then from a broader perspective, I think a couple of insights.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 analysis