Heuristic/Model Synthesis

Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage

In this issue:

  • Heuristic/Model Synthesis

  • Insourcing

  • Cheap Capital

  • Two-Sided Networks

  • On Commodities

  • Friction/Monetization Arbitrage

Heuristic/Model Synthesis

The other day, I was talking to someone who works as a growth investor. We happened to get on the topic of diversification and portfolio construction, and I mentioned the stylized but useful fact that, ass…

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