Equity as an Option on Future Reinvestment
Plus! Apple AR; Car Loans and Non-Stationary Distribution; Shorting; Working Capital; Acceleration; Diff Jobs
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Longreads + Open Thread
Read this article →AI Economic, High-Variance Management, Gossip, AI Content, Wealth, Economics, China
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Capital One and the Fate of Fintechs
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Universal Basic Credit
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Electron: Triumph of the Browser; Victory of Desktop Software
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Where Fraud Lives and Why
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Longreads + Open Thread
Read this article →Anarchism; Authoritarianism; Anti-Anti-ESG; AI Bubbles; Writing; Nitrogen; Rockefeller
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Adyen: Room at the Top
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Have Margins Permanently Reset Higher Post-Pandemic?
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In a Stable Career Track, Where Does the Risk Go?
Read this article →Plus! AI Lobbying; Fraud and Credit; How Markets Clear; Deglobalization in Miniature; Crypto Exchanges and Airdrops
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Longreads + Open Thread
Read this article →NFTs; AI; Trading Careers; Movies; LLMs; Supply Chains; LBJ; Expected Returns
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Are Regional Carriers a Good Leasing Business or a Bad Airline Business?
Unlock Premium to read this post →Plus! Pre-Mortem; China's Financial Reopening; Emissions Accounting; Outsourcing; Amazon Retail from A to Z