Starting in 10 Minutes - Diff Q&A on Compounders
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When IBM Was The Center of Gravity
Read this article →Plus! Price Signals; Texas Energy's Banking Crisis; Greensill's Arbitrage(s); Which Long Run?; The Supply-Side/Demand-Side Seesaw
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Compounder Graveyard: Valeant’s Effort
Unlock Premium to read this post →Plus! Decarbonization; Streaming in India; Vegas; Copycat Economics; The Disney Platform
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Compounder Graveyard: Coca-Cola's Capital Misallocation
Unlock Premium to read this post →Plus! Gramscian Bitcoin Update; Browser Extension Economics; Credit Problems; Brick and Mortar Revival; A Hardware-as-a-Service IPO
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GE: Surfeit of Synergy
Become a member to gain access →Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
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Longreads + Open Thread
Become a member to gain access →Nuclear, TikTok, Science, Berkowitz, Housing
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What Happened in Texas
Read this article →Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
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Disney's Pivot
Unlock Premium to read this post →Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
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Why A "Commodity Supercycle" is Unlikely
Unlock Premium to read this post →Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
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The Indelible Stamp of a Lowly Origin
Become a member to gain access →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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Cricut and Hardware Economics
Unlock Premium to read this post →Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; Supermicro, Again