Understanding Costco: The Real Estate to LTV Equation
Plus! Big Tech Sees Like a State; China: Following the Money; Vaccines and the Multi-Armed Bandit; Coinbase and Consistency; {-Shaped Recovery
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Nikola, Hype and Vaporware
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The Right Amount of Fraud
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Palantir: On Business, Cults, and Politics
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Why Are Toys Such a Bad Business?
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The Depressing Bull Thesis for Rocket Mortgage
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The Equity Risk Premium at 0% Interest
Unlock Premium to read this post →Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism