How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
Plus! Measuring the World’s Largest Economy; Showrooming and Retail; Google Continues to Disaggregate Pages; Canada Policy Goes Post-Covid; The Bus Factor; More...
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The Programming/Excel Efficient Frontier
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What Is Investment Research For?
Become a member to gain access →Plus! China’s Too-Big-To-Fail Developer; Taiwan’s Challenging Economic Neutrality; Recycling vs Monopoly; The Unhedgeable Bound; Measuring the Housing Boom; Liquidation
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Understanding Costco: The Real Estate to LTV Equation
Unlock Premium to read this post →Plus! Big Tech Sees Like a State; China: Following the Money; Vaccines and the Multi-Armed Bandit; Coinbase and Consistency; {-Shaped Recovery
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Meta Performance Indicators
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Opendoor Restructures Real Estate
Unlock Premium to read this post →Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...
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Big Cities Have a Comparative Disadvantage at Basic Services
Unlock Premium to read this post →Plus! Facebook and Moderation Politics, Carbon and Capex, Auditing China, Triangulating TikTok, Vaccine Diplomacy, more...
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Ant Group and China’s Fitful Convergence
Become a member to gain access →Plus! The Startup Cycle; Buybacks; Return-on-Kickback; Legalization; Housing; Big Tech, Monopolies, and Attack Surface; TikTok
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Palantir: On Business, Cults, and Politics
Read this article →Plus! Wirecard, Yuan, Housing, Financial Education for Future 1%ers, Alphabet Insurance
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Microsoft and Costly Diversification
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Alphabet and Things That Don’t Scale
Unlock Premium to read this post →Plus! The City Cycle, Consultants, Recruiting Around Universities, 60/40
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The Big Rich and the Transience of Risk-Driven Wealth
Unlock Premium to read this post →Plus! Factor Decay, Browsers, Cash Flow, TikTok, Public Data, China’s Chips, Tech Sees Like a State: Earthquakes