The Minutes of Gavin Baker on coronavirus https://minutesof.com/gavin-baker/on/coronavirus/ Everything Gavin Baker has said on coronavirus: 2 verbatim quotes from April 2020, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:08:42 +0000 Baker says every investment firm is now running days of solvency with zero revenue, a previously unused metric https://minutesof.com/q/fceb4afc-2a6a-4e1a-bd55-b3ed0afbcc5d/ https://minutesof.com/q/fceb4afc-2a6a-4e1a-bd55-b3ed0afbcc5d/ “It's not the Altman Z score. It's not the debt to EBITDA ratio. It's not interest coverage. It is days of solvency with a zero revenue.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 coronavirus 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 coronavirus