The Value of Time Rounds to Either Zero or Infinity
Plus! Limits to Hardware-as-a-Service; Shareholder Activism in Japan; Flipping (pt 1); Flipping (pt 2); Better Disclosure
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The Indelible Stamp of a Lowly Origin
Become a member to gain access →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
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Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
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How Investing Got Institutional
Unlock Premium to read this post →Plus! Garden-Path E-Commerce; Micro-PE in Amazon Retail; The Post-Covid Setup; Singles Day
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Moonshots, Uncertainty, and Certainty
Become a member to gain access →Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
Read this article →Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
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The Equity Risk Premium at 0% Interest
Unlock Premium to read this post →Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
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Incumbents, Not Startups, Are Regulatory Arbitrageurs
Read this article →Plus! Limits to Automation, Silver Lake, 1830, 1930, 2030, Globalizing Cybersecurity
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A Golden Age for Individual Investors
Become a member to gain access →Plus! Bearish Berkshire, Cloud, Unlockdown, Luckin, Adpocalypse, Big Tech Political Realignment, Healthcare Fintech
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The V/L Recovery: PE/VC Take a Leg Down, Then Up-and-to-the-Right
Unlock Premium to read this post →Plus! Earnings, Adpocalypse Updates, Cloud Updates, Loans, Supply Chains, Theater Mismatch, Commoditized Complements, More...
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V-Shaped Recovery for Me, L-Shaped Recovery for Thee
Become a member to gain access →Plus! Shopify, Japan, Mechanical Turk, eSports, Zoom, Everyone-But-Zoom, Clubhouse
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Why A "Pandemic Fund" Wouldn't Work
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