Understanding Costco: The Real Estate to LTV Equation
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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When the Pay-Per-API-Call Model Pays
Unlock Premium to read this post →Plus! Very Local Network Effects, Reshoring in Asia (And Elsewhere), False Economies, Chum M&A, Germany’s Auto Policy
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Revenue-Based Lending: It's Close Enough to Equity
Unlock Premium to read this post →Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
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The Depressing Bull Thesis for Rocket Mortgage
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Globalization: A Toy Story
Unlock Premium to read this post →Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
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What You Missed in The Diff This Week
Become a member to gain access →CEO skill, investors as art schools, African infrastructure, and incompetence