OTC Markets Group: Monopoly, Jr.
Plus! Meta Data; Pandemic Inequality; Early Exit; Carbon Inflation; No More FLoC
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The Idea-Swapping/Login-Swapping Credit System
Become a member to gain access →Plus! Information Sharing; Hackers and Trust; Banking Divergence; Quitting Coal; Real-Time Data; Privacy Tradeoffs
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Longreads + Open Thread
Become a member to gain access →ID, Vaccines, UPS, EVs, Science Funding, Kishi
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
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The Pharma Royalty Business and Restructuring Pharma
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Why Are Developing Market Conglomerates so Common?
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Headcount, Dealflow, and Finance as a Recruiting Business
Unlock Premium to read this post →Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence
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Longreads + Open Thread
Become a member to gain access →BNPL, Leverage, Taxes, Clusters, Manhattan, Asia,
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Keeping Options Open: The Equity Compensation Story
Read this article →Plus! Prime Elasticity; Labor Arbitrage; Location Arbitrage; Legal Accessibility
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Turo: How To Build a Hybrid Vehicle With Financial Engineering (Among Other Things)
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What's Happening in Tech Compensation?
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The Valuation Arbitrage Keiretsu Model
Become a member to gain access →Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium