Meta Performance Indicators
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Disclosure’s Degrees of Freedom
Unlock Premium to read this post →Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
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Banking When You Can’t Bank on Anything: Part 2
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Microsoft and Costly Diversification
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Facebook and Superlinear Risk Scaling
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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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China’s Other Virus Crisis
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Mid-Sized Tech Companies as Arms Dealers
Unlock Premium to read this post →Plus! Apple to ARM, Taiwan, China, Software Credit, Human Equity, Legacy Code, more...