Buybacks and the Complexity Discount Premium
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
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Discourses on Big Tech
Read this article →Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs
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Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
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Engineering a Conglomerate
Read this article →Plus! Pretty Bad Privacy; Exercising the Whistleblower Option; Who Owns Streamed Games; Rebooting Transit; Rationalists and Thymos; More...
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A Golden Age for Individual Investors
Become a member to gain access →Plus! Bearish Berkshire, Cloud, Unlockdown, Luckin, Adpocalypse, Big Tech Political Realignment, Healthcare Fintech