Bet-the-Company Ideas
Plus! The Universal Second Language; Asset and Liability Management in Sports; Light Contagion; Buying Status; Shutting Down Banks
Plus! The Universal Second Language; Asset and Liability Management in Sports; Light Contagion; Buying Status; Shutting Down Banks
Moore, Culture, AI and Media, AI Safety, Opaque ML, Factors, Baroque,
Plus! Adaptable Supply Chains; Japan Update; Block; The Right Capital Structure; AI Articles?
Plus! The New SPAC Trade; Fixing the Last Crisis; Non-Traded REITs; AI Hiring; Replacing SBV
Plus! What Recession?; What Recession, Cont.; Cap Structure; Fake Brands; Hard-to-Fake Signals
Plus! Bank Capital; Where Venture Funding is Squeezed; Free Shipping and Marginal Costs; Chinese Apps and Data Advantages; Many Funnels; Diff Jobs
AI & Jobs, AI & You, Banks, Chips, 3D Printing, Bidder Density, Conglomerates
Plus! "Nuke Bizzle"; Pricing Power; Vacation-as-a-Service; Decentralization; AI
Plus! (Most Of) Signature Bank; (Other Bits Of) Signature Bank; Structuring a Partnership; The EV Network; Fake Jobs
Plus! SVB's Incentives; Cross-Disciplines; Cable's Evolution; Training Your Replacement; Resources; Diff Jobs
Courses, Banks, Banks Again, Shorts, FTX, MBS, JPM
Plus! A Show of Confidence; Private Equity, not Leveraged Buyouts; Audience Capture, Averted; Bank Runs and Talent Runs; Capex