analysis: everyone on the record — The Minutes https://minutesof.com/on/analysis/ Everyone on the record about analysis: 7 verbatim quotes from 2 people, April 2020 to March 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:48 +0000 Bill Gurley: Gurley notes the professor analyzing Uber admitted he had never used the product, only taxis. https://minutesof.com/q/8e79f90e-8324-4a57-8462-413113c60312/ https://minutesof.com/q/8e79f90e-8324-4a57-8462-413113c60312/ “Not only that. In in the in the report of his, which a summary version got public, but I found the background version, he admits that he had never ridden Uber and only taken taxis.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 analysis Bill Gurley: Gurley says Michael Dell acknowledged that Gurley's ROIC analysis revealed insights Dell didn't k https://minutesof.com/q/84fbd138-a46d-4cb1-ada9-488239f7e92d/ https://minutesof.com/q/84fbd138-a46d-4cb1-ada9-488239f7e92d/ “Michael kindly tweeted about my book the other day and said he taught us some things we didn't know ourselves about our business.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 analysis Bill Gurley: Gurley used return on invested capital analysis showing Dell had 10 to 1 advantage over Compaq. https://minutesof.com/q/bf1aff98-560e-4409-b654-777b23386233/ https://minutesof.com/q/bf1aff98-560e-4409-b654-777b23386233/ “we had done some analysis using this new tool called return on invested capital, and they had like a 10 to one advantage over Compact” — Bill Gurley, Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 analysis Bill Gurley: Gurley identified Dell's 10-to-1 advantage over Compaq using return on invested capital analysis. https://minutesof.com/q/269b9e7e-cdf5-4505-b7fa-0b3699be1e41/ https://minutesof.com/q/269b9e7e-cdf5-4505-b7fa-0b3699be1e41/ “we had done some analysis using this new tool called return on invested capital, and they had like a 10 to one advantage over Compact and the other companies because of how they worked their inventory and their positive cash flow cycle. And we went positive on it.” — Bill Gurley, Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 analysis Bill Gurley: Gurley says analysts miss NVIDIA's ecosystem thinking and multi-year planning beyond current arch https://minutesof.com/q/99aeb509-4a3a-4028-8ea3-3139a56861f1/ https://minutesof.com/q/99aeb509-4a3a-4028-8ea3-3139a56861f1/ “I think analysts always focus on the current architectural bet. But I think one of the biggest takeaways from this conversation is that we're thinking about the entire ecosystem and many years out.” — Bill Gurley, BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 analysis Gavin Baker: 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.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 analysis Gavin Baker: 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.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 analysis