FTX, RIP
A rare off-cycle issue of The Diff!
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The Beloved Local Grocery Store Chain Model
Unlock Premium to read this post →Plus! The Microcap Manipulation Boom Continues; Persistence; Bad Hedges; Repurposing Assets; Comebacks
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Kroger / Albertsons: Buying Data in Bulk
Become a member to gain access →Plus! Meme Shorts in Crypto; Unfiring; Will Expensive Food Cause Expensive Food?; The Outrage Cycle; Stability and Financial Repression; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Cybernetics; Thermometers; Scams; Media; Publishing; Paper Belt
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Roblox: Checking in on the Current Metaverse
Unlock Premium to read this post →Plus! Hiring as a Sequencing Problem; Growth and Competition; Relocation; Writedowns; "Our rates, their problem"
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Are There Any Cheap Options on Talent Left?
Unlock Premium to read this post →Plus! Banks That Can't Prop Trade can Still Write Puts; Many Pockets; Pension Ouroboros; Aggregators; Fake Reviews
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How Do You Tax a Windfall, Anyway?
Unlock Premium to read this post →Plus! More Targeting; More Mixed Economic Messages; Jawboning; Monetizing Twitter; Insider Buying
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Is Mental Math Part of the Current Meta?
Become a member to gain access →Plus! Diseconomies of Scale; Licensing; Inflation; Normalization; Ads: Content and Context; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →AI and Value Capture; AI and Advertising; Huawei; China's Chips; Money Laundering; Loans
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The Dimensions of Contrarianism
Unlock Premium to read this post →Plus! Amazon; Multistrategy; Mining for Volatility; FX; Goods and Collectibles
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There's Always Another Greensill
Unlock Premium to read this post →Plus! Meta; Other Metaverse Plays; Return on Talent; Vertical Search; Affinity Banking
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Should Meta Be Run for Cash Flow?
Unlock Premium to read this post →Plus! Fun While It Lasted; Sanctions; Fast Delivery Can Work (But Not If It Grows Too Fast); Price Discrimination; Assets and Liabilities