The Diff | Byrne Hobart | Substack

Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap

New Top Community

Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha

May 23

Regulatory Arbitrage, Mean Reversion, Replication, Bees, Specialization, Snap

May 21

Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"

May 20

Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale

May 19

Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues

and

May 17

Plus! Diff Jobs, Netflix's Explore/Exploit Strategy; EVs and Platforms; Third-Party Sellers; An Entrepreneurial Country

May 16

Housing, Chips, Books, Yandex, Hedge Funds, Bonds

May 14

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The Diff

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