Why is the German Real Estate Industry Levering Up So Fast?
Plus! The Reinsurer of Last Resort; Balance Sheet Problems; ESG Includes Governance; Streamlining; Banks
←
Back to all posts
-
Unlock Premium to read this post →
-
A Taxonomy of Drawdowns
Read this article →Plus! Watercooler Shows; Smart Thermostats; Substitutes and Complements; Monetization; Apple Ads; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Fraud, Poop Music, Research, France, Athens/Jerusalem/Silicon Valley, Ireland
-
Bowlero: Rolling Up the Bowling Business
Unlock Premium to read this post →Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
-
Metrics and Email Turnaround
Unlock Premium to read this post →Plus! Dividends; Youth; Power; Reviews; Disclosure
-
Turning non-tradables into tradables
Become a member to gain access →Plus! Grills, Ads, Pricing, Drops, Movies, Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →NEPA, FOIA, Xi, Cold Chain, China, Anglo Irish
-
What Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
Unlock Premium to read this post →Plus! Drones; Distressed Distress in China; Buybacks; LNG
-
CAC Moats and CAC Spirals
Unlock Premium to read this post →Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
-
FaZe: Would You Buy a Mostly-Sedentary Sports Team?
Unlock Premium to read this post →Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
-
Hand-Crafted Artisanal Liquidity Provision
Become a member to gain access →Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Midwits, News, Tracking, Gold, Futures; Goldman, pro and con