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SVB: Available-Fud-Sale (nongaap.substack.com) 2 points by ZephyrBlu on March 18, 2023 | past When did SVB insiders begin to realize they were in trouble? (nongaap.substack.com) 230 points by akrymski on March 13, 2023 | past | 233 comments SIVB: Held-to-Mortem Governance (nongaap.substack.com) 3 points by __derek__ on March 10, 2023 | past Shopify: A StarCraft Inspired Business Strategy (nongaap.substack.com) 114 points by nongaap on Dec 19, 2019 | past | 22 comments

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