Optimal Research Allocation
Plus! Synergies and Conflicts; Managing a War Economy; Contagious Institutions; Generational Investments; Customer-Friendly?
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Unlock Premium to read this post →Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
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What the Biggest, Best Bank is Seeing
Unlock Premium to read this post →Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
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Snap: The Relentless Quest to Own the Interface
Become a member to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
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Longreads + Open Thread
Become a member to gain access →Regulatory Arbitrage, Mean Reversion, Replication, Bees, Specialization, Snap
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Adverse Selection is the Second Most Powerful Force in the Universe
Unlock Premium to read this post →Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"
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It's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Unlock Premium to read this post →Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
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Meme Stocks for the 0.01%
Unlock Premium to read this post →Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
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$1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
Become a member to gain access →Plus! Diff Jobs, Netflix's Explore/Exploit Strategy; EVs and Platforms; Third-Party Sellers; An Entrepreneurial Country
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Longreads + Open Thread
Become a member to gain access →Housing, Chips, Books, Yandex, Hedge Funds, Bonds
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Synchrony Financial: A Bank Growth Investors Could Learn to Love
Unlock Premium to read this post →Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China
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Can Datadog Dodge the Growth Slowdown?
Unlock Premium to read this post →Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution