Oscar: Upstart Economics, Incumbent Risks
Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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Fracking in the Age of Oil Runoff
Unlock Premium to read this post →Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
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Wish: E-Commerce, Fast and Slow
Read this article →Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness
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Doordash: Taking Logistics Literally and Seriously
Become a member to gain access →Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
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Kaspi.kz: How a Bank Turned Into a Country’s Financial Operating System
Unlock Premium to read this post →Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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Contrarian beliefs as a synthetic option
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Inside the House Report on Big Tech and Competition: Part III
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Big Hit Entertainment: IPO as Price Discrimination
Unlock Premium to read this post →Plus! Tesla Goes Post-PR, H-1B Arbitrage, Trade Wars: US vs China or US vs Imports, More...
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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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Nikola, Hype and Vaporware
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Markets with Personality
Unlock Premium to read this post →Plus! China and Financial Integration; Remote Work and Top Performers; Undocumented Features; TikTok as a Talent Agency; Big Tech and Families; Stimulus, Past and Future
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Software Is Finally Eating Insurance: Inside the Duck Creek S-1
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