Understanding Coinbase
Plus! Security; Different Abstractions; Facebook Futurism; SPAC Apathy
←
Back to all posts
-
Read this article →
-
Starting in 10 Minutes - Diff Q&A on Compounders
Unlock Premium to read this post → -
Compounder Graveyard: Valeant’s Effort
Unlock Premium to read this post →Plus! Decarbonization; Streaming in India; Vegas; Copycat Economics; The Disney Platform
-
Compounder Graveyard: Coca-Cola's Capital Misallocation
Unlock Premium to read this post →Plus! Gramscian Bitcoin Update; Browser Extension Economics; Credit Problems; Brick and Mortar Revival; A Hardware-as-a-Service IPO
-
GE: Surfeit of Synergy
Become a member to gain access →Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
-
Disney's Pivot
Unlock Premium to read this post →Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
-
Why A "Commodity Supercycle" is Unlikely
Unlock Premium to read this post →Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
-
The Indelible Stamp of a Lowly Origin
Become a member to gain access →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
-
An Airline IPO? In This Economy?
Read this article →Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
-
Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
-
Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
-
A Strange Cycle for Cyclical Stocks
Become a member to gain access →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin