Longreads + Open Thread
Patio11, Elites, Judo, Sales, Steppes, Prediction Markets, Opportunity Cost, Advanced Portfolio Management
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Advanced Portfolio Management: The Asymptote for Turning Investment Ideas Into Money as Efficiently as Possible
Unlock Premium to read this post →Plus! Google and Amazon Fight Over Where in the Stack the AI Lives; Comparative Advantage; Portfolio Adjustments; Cyclical Sub-Industries; The Costs and Benefits of Menu Items
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Tech/Finance Skill Convergence
Unlock Premium to read this post →Plus! Operating Leverage; Drones; Globalization; The Cadence of Hits; Pricing
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Spiky and Meta Generalists
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Why Does Any Company Own its Corporate Headquarters?
Sign up for free to gain access →Plus! The Noise Election; Automation; Complementary Businesses; Talent Cycles; The Mechanics of Regulatory Moats
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Longreads + Open Thread
Sign up for free to gain access →Gates, US Steel, Google, Patents, Denmark, Education, Profits, Bleichröder
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What Business Should Homebuilders Be In?
Unlock Premium to read this post →Plus! Scale; The Net Exporters' Alliance; Negotiations; It All Comes Back to Ads; Self-Solving Problems
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Information is Cheap to Duplicate, but it's Hard to Control the Pace at Which it's Deleted
Unlock Premium to read this post →Plus! Laffer Curves;Two Kinds of Investment; Single-Family Rentals as a Maturing Asset Class; Standards; Pensions and Capital Efficiency
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How Many Trillion-Dollar Companies Should There Be?
Sign up for free to gain access →Plus! Choice; Durables; Lobbying; The China Model; Training Data
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Longreads + Open Thread
Sign up for free to gain access →Messaging Wars, Flexport, Emmett Shear, Japan, Harvard, The Riff, Acquisitions, Book Roundup
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AI-Second Organizations
Unlock Premium to read this post →Plus! War Economies; The Shape of the Bull Market; Beeper; Big Tech Sees Like a State; Deeper Audits
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Don't Fear the Basis Trade
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