Ferrari: The Inefficiency Premium
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Canada as an Unusually Rich Emerging Market
Unlock Premium to read this post →Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Nuclear Waste Cleanup is a Bookkeeping Business
Unlock Premium to read this post →Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
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Optimal Fundraising in Times of Capital Scarcity
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Batteries, Interfaces, and the Car Industry's Continuous Future
Unlock Premium to read this post →Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
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The Automotive Balance Sheet
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Car Companies as Banks: The Suppliers
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Cars Manufacture the Modern Middle Class
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Refactoring Restaurants
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What Flavors Sell?
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To: Elon; Subject: Congratulations(?)
Become a member to gain access →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters