You And Your Investment Research
Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
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Twilio’s Second Act
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Definite Optimism and the M&A Metagame
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The Great Depression in a Major Key
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Longreads + Open Thread
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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The Controlled Demolition of China Evergrande
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Banking Wants to be Free, But Free Banking Wants to be Dangerous
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Indirect-to-Consumer: The E-commerce Rollup Business
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Longreads + Open Thread
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Newsletters Can Move Markets
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Nextdoor: Old Model, New Networks
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