Tech as a Margins Story with a Side of Growth
Plus! TikTok; Credit Suisse; Productivity: Not Just for Meta; Crises, Forward and Backward; Liquidity
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Loyalty Program Economics
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Financial Institutions and Franchise Value
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Longreads + Open Thread
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The Diff - SVB Updates, Disaster Finance, Content & Collectibles, and more
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SVB: Of Balance Sheets, Brands, and Banks
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Parametric Insurance and Financial Engineering for Good
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Discounted Cash Flow, Terminal Value, and When It's Optimal to Build a Business That's Guaranteed to go Bankrupt
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Airlines: Unit Economics, Served Four Ways
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Longreads + Open Thread
Become a member to gain access →Crypto, France, Radio, Short Sellers, Prison, Airlines
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Snap and Multiple Networks
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The Yandex Source Code Leak: Search, Under the Hood
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