The Diff

Share this post
What Happened to the Outsourcing Threat?
www.thediff.co

What Happened to the Outsourcing Threat?

Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting

Byrne Hobart
Apr 26, 2021
5
1
Share this post
What Happened to the Outsourcing Threat?
www.thediff.co

In this issue:

  • What Happened to the Outsourcing Threat?

  • Tech and M&A

  • Algorithms and Things That Don't Scale

  • Chips as a Strategic Advantage

  • A Complicated Recovery in Travel

  • Options and Shorting

What Happened to the Outsourcing Threat?

A useful market-timing method I've noticed is to bet against a trend once it produces a work of middlebrow comedy. That signal wo…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2022 Byrne Hobart
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing