Why Are Developing Market Conglomerates so Common?
Plus! Xtivision; Covid Redistribution; Pricing Power; Institutional Landlord Competition; Defeating Duration
-
Unlock Premium to read this post →
-
Headcount, Dealflow, and Finance as a Recruiting Business
Unlock Premium to read this post →Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence
-
Longreads + Open Thread
Become a member to gain access →BNPL, Leverage, Taxes, Clusters, Manhattan, Asia,
-
Turo: How To Build a Hybrid Vehicle With Financial Engineering (Among Other Things)
Unlock Premium to read this post →Plus! Buy Now Pay Later; Sports Betting; Price Levels; Energy
-
What's Happening in Tech Compensation?
Unlock Premium to read this post →Plus! Tax Arbitrage with Japanese Characteristics; YC's New Deal; Carrot-and-Stick Sarbox Reform; Ghost Flights; Rapid Restructuring
-
The Valuation Arbitrage Keiretsu Model
Become a member to gain access →Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium
-
Longreads + Open Thread
Become a member to gain access →China, Inflation, Amazon, ETFs, TSM, Burgundy, Berkshire, PayPal, Singapore, Reddit, Diff Jobs
-
Facial Recognition as a Pareto Technology
Read this article →Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
-
The "Kids These Days" Model of User Retention
Unlock Premium to read this post →Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
-
DocuSign: Why Is Filling Out Forms Worth $30bn?
Unlock Premium to read this post →Plus! Rolling Up Sports; Against Net Promoter Scores; Insourcing Everywhere; Non-ESG Investors; Criminalizing Trolling
-
Can We Afford the Ownership Economy?
Become a member to gain access →Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
-
Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure