What Happened to all the Diamonds in the Rough?
Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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Peloton Doesn't Pattern-Match
Unlock Premium to read this post →Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
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The Many Arbitrages of Forbes
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Square and Afterpay: Payments, not Credit
Unlock Premium to read this post →Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
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Nextdoor: Old Model, New Networks
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Reshaping Competition
Unlock Premium to read this post →Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
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Affirm, Returnly, and Balance Sheet Micromanagement
Unlock Premium to read this post →Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
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The IPO Market: Too Expensive for Sellers
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Building an Incomplete Graph
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Understanding Affirm
Unlock Premium to read this post →Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split