Nexstar: Quiet Compounder
Plus! Conspiracies; Retail and Turnover; Property Companies; SPACs Across the Pond; Grocery Stores as Ad Companies
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Why is the German Real Estate Industry Levering Up So Fast?
Unlock Premium to read this post →Plus! The Reinsurer of Last Resort; Balance Sheet Problems; ESG Includes Governance; Streamlining; Banks
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The History Problem
Unlock Premium to read this post →Plus! Downsides to the Solid-State Economy; BeReal; ESG Retaliation; Believing the Data; Dependency
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Loews: A Metonym for the Value Factor
Unlock Premium to read this post →Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas
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The Man Whose Bank of England Broke
Unlock Premium to read this post →Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities
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Poshmark: The Low-Gini Nike
Unlock Premium to read this post →Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
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Taiwan Semiconductor Manufacturing: A Successful Faith-Based Organization
Unlock Premium to read this post →Plus! Slack, Salesforce, and Aggregation; Germany Pays Up to Preserve Intra-Eurozone Transfers; RIP Giscard; Stripe Treasury and Legibility; GP, Inc.; Scale.ai
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When and Why to Love Non-Voting Stock
Become a member to gain access →Plus! TikTok’s Key Money, Germany’s Other Export, Coordinated Authentic Behavior, More...
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When the Pay-Per-API-Call Model Pays
Unlock Premium to read this post →Plus! Very Local Network Effects, Reshoring in Asia (And Elsewhere), False Economies, Chum M&A, Germany’s Auto Policy
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The Contagious Effects of Financial Repression
Unlock Premium to read this post →Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
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Inventing Postwar Europe
Read this article →Plus! Identity, Ultra-Long-Tail, YouTube and the Influencers, Putin, Externalities ,The German Enron
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Software Mittelstand and Software Keiretsu
Become a member to gain access →Plus! Dropbox as the Everywhere Layer, Vaccines, Platforms as Legislators, Huawei, more...