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Pinterest's Twin Challenges
Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
TechAWS for Industry, But Better: The Railroad Investment Case
Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs
FinanceLearning from Overdetermined Failure
Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
FinanceThe Valuation Arbitrage Keiretsu Model
Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium
FinanceWhat 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
FinanceDefensive Monopolies
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
EconomicsThe Other Box
Plus! Revenue and Recognition; Evergrande Continues; Pensions Get Saner; NFTs: Fundable; The "Forever CEO"
TechModern Financial History Begins in 1998
Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
FinanceWarby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
FinanceThe Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Plus! What's Big on Facebook; OnlyClothed?; Elite Overproduction as Risk Aversion; A Second Cleantech Boom; Chip Consolidation
FinanceValve's Recursive Model
Plus! Margin Call; The Late-Career MBA; Dark Kitchen R&D; Reopening; Panoptic Property Rights
Finance