Archive - The Diff

New Top Discussion

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

9 hr ago

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

Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China

May 13

Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution

May 12

Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions

May 10

Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium

May 9

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