Longreads + Open Thread
Private Government, Cheating, Entropy, Science, Stretch Wrap, Trains
All posts
In chronological order
-
Sign up for free to gain access →
-
Membership Collective and the Status Business
Unlock Premium to read this post →Plus! Volatility; Cheaper Freight; Proxies; Gaming Fintech; The Pause
-
Does Technical Debt Explain the Productivity Paradox?
Unlock Premium to read this post →Plus! Adult Supervision; Frontrunning; The BNPL Stack; Oil: More Fungible than Dollars; Offices and the Flight to Quality
-
Railroad Deep Dive: Analyzing CSX
Unlock Premium to read this post →Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
-
AWS for Industry, But Better: The Railroad Investment Case
Sign up for free to gain access →Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs
-
Longreads + Open Thread
Sign up for free to gain access →Epic, Twitter, Industrial Policy, Clubbing, Stripe, Trains
-
Optimal Research Allocation
Unlock Premium to read this post →Plus! Synergies and Conflicts; Managing a War Economy; Contagious Institutions; Generational Investments; Customer-Friendly?
-
Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Unlock Premium to read this post →Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
-
What the Biggest, Best Bank is Seeing
Unlock Premium to read this post →Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
-
Snap: The Relentless Quest to Own the Interface
Sign up for free to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
-
Longreads + Open Thread
Sign up for free to gain access →Regulatory Arbitrage, Mean Reversion, Replication, Bees, Specialization, Snap
-
Adverse Selection is the Second Most Powerful Force in the Universe
Unlock Premium to read this post →Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"