Danaher has a System
Plus! Short Sellers; DeFi Durability; Untact; Buybacks; Real Estate Repurposing
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Splitting Up
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GLG: Who Researches the Researchers?
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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Taiwan and Supply Chain Frenmity
Read this article →Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage
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The NYT: Arms Dealer in a Ceasefire
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What Is Investment Research For?
Unlock Premium to read this post →Plus! China’s Too-Big-To-Fail Developer; Taiwan’s Challenging Economic Neutrality; Recycling vs Monopoly; The Unhedgeable Bound; Measuring the Housing Boom; Liquidation
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TikTok: Build/Buy/Ban
Unlock Premium to read this post →Plus! Onshoring India, The China Model Outside China, Tech Sees Like a State, Unbundling Equity Research, more...
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To Understand Jio, You Need To Understand Reliance
Read this article →Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
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The Alternative Data Primer, Part 2: Buyers, Sellers, Conflict
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