Pinterest's Twin Challenges
Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
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In (Partial) Defense of Discounted Cash Flow Guesswork
Unlock Premium to read this post →Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
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AWS for Industry, But Better: The Railroad Investment Case
Read this article →Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs
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Crypto, DAOs and Economic IP Protection
Become a member to gain access →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
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Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits