Optimal Fundraising in Times of Capital Scarcity
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
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The Stickiest Software
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How Would You Run a 10,000-Year Endowment?
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
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The Pharma Royalty Business and Restructuring Pharma
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Headcount, Dealflow, and Finance as a Recruiting Business
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The Importance of Duration
Become a member to gain access →Plus! Square/Afterpay; Slack and Telemedicine; The Counterintuitive Effects of Sanctions; Broker IPOs as a Contrarian Indicator; Covid Cycles
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Value? Yes. "Systematic?" Not Necessarily
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