Can EventBrite Outflank a Monopoly?
Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
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Danaher has a System
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Gamestop Remains a Mystery
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The Economics of Selling Short-Selling Ideas
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What Happened to the Outsourcing Threat?
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Learning a Little from Ponzi Schemes
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Decoupling, Digital Currency, and the Consumer of Last Resort
Read this article →Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle
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Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
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The Privacy Front in the Messaging Wars
Read this article →Plus! GameStop; Too Much of a Good Thing; Controlled Boom; Decarbonizing; Taiwan and China; Local News
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Hedge Funds as Liquidity Providers and the Great Degrossing
Unlock Premium to read this post →Plus! Subscriber Q&A; Return of the Tontine; Amazon and the Minimum Wage; Granularity and Price Discrimination; Decarbonizing; The Vaccine Distribution Supply Chain
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An Investor's Framework for Thinking About Cybersecurity
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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