Rocket Internet and the Idea/Execution Tradeoff
Plus! Slowing Rollups; Commodities and Cash; In Other Liquidity News; Referees and Players; Strategic Industry
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Are Persistently Low Rates Caused By... Persistently Low Rates?
Unlock Premium to read this post →Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
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Who Amazon Grows With
Unlock Premium to read this post →Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
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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...