Why Does the "Good Bank/Bad Bank" Model Work?
Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
Plus! Recurring Revenue Isn't Easy; Selling Surplus; Private Equity; The China Model; Position Sizing
Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
Plus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
Plus! Coinbase; Tiger and Turnover; The Finance Dialectic; The Hostile Amazon Bundle; Cybersecurity Updates