Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Liberty Braves Group: Betting With the House
Unlock Premium to read this post →Plus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers
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Magalu: Inside Brazil's Omnichannel Powerhouse
Read this article →Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
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Banking when you can’t Bank on Anything: Part 1
Read this article →Plus! France’s New Industrial Policy, China Exit Subsidies, China Chips, Basic Income With Right-Wing Populist Characteristics, Facebook’s Election Redistribution, Antitrust Timing
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Why United Airlines Wants to Risk a Run on the Bank
Unlock Premium to read this post →Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained