Longreads + Open Thread
Russia, Japan, Documentaries, Financial Engineering, Pollen, Grocery
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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
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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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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
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Spotify and Using Ubiquity
Unlock Premium to read this post →Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
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Type-Safe Internal Communications
Unlock Premium to read this post →Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Unlock Premium to read this post →Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
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It's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Unlock Premium to read this post →Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
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Cars Manufacture the Modern Middle Class
Become a member to gain access →Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
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How Much Internal Mobility is Too Much?
Become a member to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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Target: Amazoning Backwards
Become a member to gain access →Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
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Loews: A Metonym for the Value Factor
Unlock Premium to read this post →Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas