Learning from Overdetermined Failure
Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
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OTC Markets Group: Monopoly, Jr.
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The Idea-Swapping/Login-Swapping Credit System
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Longreads + Open Thread
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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The Pharma Royalty Business and Restructuring Pharma
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Why Are Developing Market Conglomerates so Common?
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Headcount, Dealflow, and Finance as a Recruiting Business
Unlock Premium to read this post →Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence
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Longreads + Open Thread
Become a member to gain access →BNPL, Leverage, Taxes, Clusters, Manhattan, Asia,
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Turo: How To Build a Hybrid Vehicle With Financial Engineering (Among Other Things)
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What's Happening in Tech Compensation?
Unlock Premium to read this post →Plus! Tax Arbitrage with Japanese Characteristics; YC's New Deal; Carrot-and-Stick Sarbox Reform; Ghost Flights; Rapid Restructuring