Longreads + Open Thread
Practice, Three Arrows, Restaurants, Reading History, Majoring in History, P&G
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A Different Way to Look at Which Countries Get Rich
Unlock Premium to read this post →Plus! Bridging Generations; Apps, Not Just Games; Complexity Limits; Fake Accounts; Fees
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Procter & Gamble, the Undisruptable
Unlock Premium to read this post →Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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Canada as an Unusually Rich Emerging Market
Unlock Premium to read this post →Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
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Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Become a member to gain access →Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Chips, The Grid, TheGlobe, Attribution, Wish, Japan, Apple
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Trustpilot and Brand Inflections
Unlock Premium to read this post →Plus! Recurring Revenue Isn't Easy; Selling Surplus; Private Equity; The China Model; Position Sizing
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What are Commodity Trading Firms For
Unlock Premium to read this post →Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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How tax laws make the market downturn uniquely complicated for software engineers
Unlock Premium to read this post →Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Microsoft, Long Wars, Taste, Axie Infinity, Student Loans, Roads, Singapore
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels