What Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
Plus! Drones; Distressed Distress in China; Buybacks; LNG
Plus! Drones; Distressed Distress in China; Buybacks; LNG
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
Midwits, News, Tracking, Gold, Futures; Goldman, pro and con
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
Plus! Always a Bull Market Somewhere; SPACs; "Most-Hated Rally"; Pricing; Amazon and Seasonality
Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
Style, Subcultures, Derivatives, Microsoft, Media, Square, Alexander
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March