Nexstar: Quiet Compounder
Plus! Conspiracies; Retail and Turnover; Property Companies; SPACs Across the Pond; Grocery Stores as Ad Companies
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What Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
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Tegus and the Research Stack
Read this article →Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
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How Much Internal Mobility is Too Much?
Unlock Premium to read this post →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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Loews: A Metonym for the Value Factor
Unlock Premium to read this post →Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas
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Can Subscription Travel Work?
Unlock Premium to read this post →Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back