The Economics of Selling Short-Selling Ideas
Plus! Fraud and Measurement Error; When Sanctions Work; Distribution-Focused Media; In-Company Decentralization; Pension Reform, Gradually
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Volatility-Shifting and Volatility Destruction
Become a member to gain access →Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
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Longreads + Open Thread
Become a member to gain access →Risk, Reverse Engineering, Perspective, Software, Creators, Mortgages, Big Business
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Magalu: Inside Brazil's Omnichannel Powerhouse
Read this article →Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
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LinkedIn: Survivor
Unlock Premium to read this post →Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
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The Other Escape from the Middle-Income Trap
Unlock Premium to read this post →Plus! The Crypto Lobbying Paradox; The Metacycle; Zero Rating; A Less Full-Stack WeWork; Payments as a Public Good
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The Superhuman Formula
Unlock Premium to read this post →Plus! Identity; Extending Logistics; Strategy Decay; Instacart and Ads; Burning Abstractions
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Square and Afterpay: Payments, not Credit
Unlock Premium to read this post →Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
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The Importance of Duration
Become a member to gain access →Plus! Square/Afterpay; Slack and Telemedicine; The Counterintuitive Effects of Sanctions; Broker IPOs as a Contrarian Indicator; Covid Cycles
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Longreads + Open Thread
Become a member to gain access →Precariat, Metaverse, Olympics, Patronage, Warp Speed, Strauss, Oil, Bonds
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You And Your Investment Research
Read this article →Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
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Twilio’s Second Act
Unlock Premium to read this post →Plus! News and Views; Transaction Costs and News; Selling the Stack; Evergrande Flails