On Perpetuities
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Weekend Longreads + Open Thread
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What's Next for The Diff
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You Learn From Good Businesses and Bad Trades
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Why Does "Commoditize the Complement" Work?
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Carta: Bringing Tech Companies Back to the Futuristic 1990s
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Dropbox, Information Asymmetry, and Smart Money
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Bretton Woods Revisited
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The Future of Remote Work is Not That Remote
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Spotify: Many Steamrollers, Few Nickels
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Foxes, Henhouses, and Cybersecurity
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Value? Yes. "Systematic?" Not Necessarily
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