Why Legacy Media Wins in Podcasts
Plus! The New SPAC Trade; Fixing the Last Crisis; Non-Traded REITs; AI Hiring; Replacing SBV
All posts
In chronological order
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Engineering a Bubble
Unlock Premium to read this post →Plus! What Recession?; What Recession, Cont.; Cap Structure; Fake Brands; Hard-to-Fake Signals
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A Short 100-Question Diligence Checklist
Become a member to gain access →Plus! Bank Capital; Where Venture Funding is Squeezed; Free Shipping and Marginal Costs; Chinese Apps and Data Advantages; Many Funnels; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →AI & Jobs, AI & You, Banks, Chips, 3D Printing, Bidder Density, Conglomerates
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Toast: Vertical or Horizontal Payments?
Unlock Premium to read this post →Plus! "Nuke Bizzle"; Pricing Power; Vacation-as-a-Service; Decentralization; AI
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Being Epsilon-Greedy
Unlock Premium to read this post →Plus! (Most Of) Signature Bank; (Other Bits Of) Signature Bank; Structuring a Partnership; The EV Network; Fake Jobs
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The Banks: What's Next?
Become a member to gain access →Plus! SVB's Incentives; Cross-Disciplines; Cable's Evolution; Training Your Replacement; Resources; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Courses, Banks, Banks Again, Shorts, FTX, MBS, JPM
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London Stock Exchange Group: Deals, Deals, Deals
Unlock Premium to read this post →Plus! A Show of Confidence; Private Equity, not Leveraged Buyouts; Audience Capture, Averted; Bank Runs and Talent Runs; Capex
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Tech as a Margins Story with a Side of Growth
Unlock Premium to read this post →Plus! TikTok; Credit Suisse; Productivity: Not Just for Meta; Crises, Forward and Backward; Liquidity
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Loyalty Program Economics
Unlock Premium to read this post →Plus! Today in Banking News; YC Continuity, Discontinued; Tether and Opacity; Content and Distribution; Interfaces
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Financial Institutions and Franchise Value
Become a member to gain access →Plus! SVB Updates; Hit Economics; AI Costs; Lending Against Regulatory Uncertainty; AI Assistants; Diff Jobs