What, Exactly are we Trying to Tax?
Plus! Correlations; Reorganization; Dating Copilots; Thematic Investing; Bid Density
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Longreads + Open Thread
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The Indefinite Growth Valuation Paradox
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Owning Distribution or Fulfillment in Consumer-Facing Last-Mile Logistics
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Accidental Mean Reversion
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Mission and Variance
Become a member to gain access →Plus! Transitory, After All; The Amazon Model; Contextual Ads; The PE and Sports Transition; Credit and Insurance; Diff Jobs
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Longreads + Open Thread
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Eras of Shareholder Activism: Randos, Raiders, and PE-in-Public
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Hair on the Deal
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The Coiled Spring Effect: Why Dying More Slowly than Expected Produces Bigger Rallies than Thriving More than Expected
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Building the Oracles
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Longreads + Open Thread
Become a member to gain access →Luckey, Nietzsche, Data, Rewards, Germany, Elasticity, Open Source, Activism