Hacker News Reader

All of this is very well known and written much about in books, blogs, talks, etc. already...

If we are only ever allowed to talk about something once, then the world would be a pretty quiet place.

I hadn't seen this put this way. What book would you recommend to get this kind of insight?

A similar approach

It's the option approach to equity valuation, which sees equity as a call option on a firm's assets. The strike is the firm's liabilities.