Disney: The World’s Leading Manufacturer of Nostalgia
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It's Hard to Make Money Shorting Worthless Stocks
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Lemonade's S-1: Solving the Market for Lemons
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Lucky or Smart?
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Software Mittelstand and Software Keiretsu
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Vroom: S-1s and S-Curves
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On Perpetuities
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Carta: Bringing Tech Companies Back to the Futuristic 1990s
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Dropbox, Information Asymmetry, and Smart Money
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Value? Yes. "Systematic?" Not Necessarily
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How Teledyne Became Ordinary
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VC Incentives: Logo-Hunting and Optionality
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