Economic Policy for the Beginning of the End of the Pandemic
Plus! Amazon and the Middle Mile; Vaccine Updates; M&A Protectionism; Discretionary Quants; Uber’s Duration Extension; Apolitical Facebook
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Collectibles, Fractional Status, and Fragmented Funding
Become a member to gain access →Plus! Vaccine!; Amazon and Labor Price Discrimination; The Slow, Subjective Pension Cut; A Test Case for Yelp Moderation; Ads and Surplus Capture
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The Gamer/Arbitrageur to Generalist Pipeline
Read this article →Plus! Office Politics, Redux; Vaccine as Perk; Who Owns User Data?; Tech Sees Like a State, Test-and-Trace Edition;The Negotiate-With-Hackers Hack; 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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Recursive R(t)
Unlock Premium to read this post →Plus! Clone Day; Amazon: Publisher or Store? More Advertising; Retail Risk; Reliance; 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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Business Model Meta-Models
Read this article →Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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The Vindication of Discounted Cash Flow Models
Become a member to gain access →Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...
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Amazon: A New Kind of Antitrust Risk
Read this article →Plus! Subscriber Call, PPE Nationalism, Vaccine Internationalism, Macro Renaissance, Technology-Governance Fit, more...
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Microsoft and Costly Diversification
Unlock Premium to read this post →Plus! Bond Boom, Mismeasuring Fake News, Taiwan Hacks, Gym Speakeasies, All-You-Can-Fly, and more...
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Netflix: Product vs. Feature Competition
Become a member to gain access →Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...
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Mexico’s Missing Crisis
Unlock Premium to read this post →Plus! The Hearings, Facebook's Intelligence Network, TikTok, The Laika Moment, more...