Dropbox, Information Asymmetry, and Smart Money
Plus! Reopening Sticks & Carrots; Walmart as a Fast-Follower; Zuckerberg on Covid-19—Early; and more...
All posts
In chronological order
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Bretton Woods Revisited
Become a member to gain access →Plus! Giphy, Africa, China & Chips, Italy & Tourism, Good Bubbles
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The Future of Remote Work is Not That Remote
Read this article →Plus! Multilateralism, Unilatéralisme, Wanamaker Updated, Domestic Fabs, and More...
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Spotify: Many Steamrollers, Few Nickels
Unlock Premium to read this post →Plus! Theaters' Lifeline, Uber + GrubHub, Scooters, Amazon's Gouging Gambit, and More...
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Foxes, Henhouses, and Cybersecurity
Unlock Premium to read this post →Plus! Old Media, Education, Delivery M&A, Delivery Funding, Crypto, Dark Matter
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Value? Yes. "Systematic?" Not Necessarily
Unlock Premium to read this post →Plus! Ad Supply, Ad Demand; Venture Debt; Quibi; Slack and Switching Costs; Cloud; and more...
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How Teledyne Became Ordinary
Become a member to gain access →Plus! Carnival, Content, Air Travel, Chips, Reply-All Storms, Tiktok
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VC Incentives: Logo-Hunting and Optionality
Read this article →Plus! Oil & Onions, Uber & Expedia, Zoom Progress, California Deficits, Gouging, Model Risk
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Mexico’s Covid Crisis - Eventually
Unlock Premium to read this post →Plus! Business as Usual in PE, Pensions through the Looking Glass, Remote Work Layoffs, More...
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Guidance: Too Little, Or Too Much?
Unlock Premium to read this post →Plus! Earnings, Economics of Litigation and Dueling, ECB Legalism, Value, and more...
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Vacations as the Linchpin of Eurozone Economic Stability
Unlock Premium to read this post →Plus! Quibi the Ideal Lawsuit Piñata, Lime and Working Capital, iBuyers Return, Amazon's PR Surface Area, and more...
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A Golden Age for Individual Investors
Become a member to gain access →Plus! Bearish Berkshire, Cloud, Unlockdown, Luckin, Adpocalypse, Big Tech Political Realignment, Healthcare Fintech