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What the Biggest, Best Bank is Seeing
Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
Byrne Hobart
10 hr ago
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What the Biggest, Best Bank is Seeing
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Snap: The Relentless Quest to Own the Interface
Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
Byrne Hobart
May 23
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Snap: The Relentless Quest to Own the Interface
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Longreads + Open Thread
Regulatory Arbitrage, Mean Reversion, Replication, Bees, Specialization, Snap
Byrne Hobart
May 21
19
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Longreads + Open Thread
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Adverse Selection is the Second Most Powerful Force in the Universe
Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"
Byrne Hobart
May 20
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Adverse Selection is the Second Most Powerful Force in the Universe
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It's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
Byrne Hobart
May 19
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It's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
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Meme Stocks for the 0.01%
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
Jack Wiseman
and
Byrne Hobart
May 17
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Meme Stocks for the 0.01%
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$1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
Plus! Diff Jobs, Netflix's Explore/Exploit Strategy; EVs and Platforms; Third-Party Sellers; An Entrepreneurial Country
Byrne Hobart
May 16
18
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$1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
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Longreads + Open Thread
Housing, Chips, Books, Yandex, Hedge Funds, Bonds
Byrne Hobart
May 14
20
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Longreads + Open Thread
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Synchrony Financial: A Bank Growth Investors Could Learn to Love
Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China
Byrne Hobart
May 13
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Synchrony Financial: A Bank Growth Investors Could Learn to Love
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Can Datadog Dodge the Growth Slowdown?
Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution
Byrne Hobart
May 12
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Can Datadog Dodge the Growth Slowdown?
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The Memo and the Multiples
Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions
Byrne Hobart
May 10
9
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The Memo and the Multiples
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Buy Now, Pain Later?
Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
Byrne Hobart
May 9
20
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Buy Now, Pain Later?
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