THE DIFFInsurgency Economics
Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
EconomicsIssues in this topic
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The 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
Finance - Read this article
Magalu: Inside Brazil's Omnichannel Powerhouse
Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
Finance - Read this article
Twilio’s Second Act
Plus! News and Views; Transaction Costs and News; Selling the Stack; Evergrande Flails
Tech - Read this article
Definite Optimism and the M&A Metagame
Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
Tech - Read this article
Newsletters Can Move Markets
Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
Tech - Read this article
Nextdoor: Old Model, New Networks
Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
Tech - Read this article
Making Bundling an Auto-Antonym
Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
Tech - Read this article
What Happened to the Outsourcing Threat?
Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
Economics - Read this article
SimilarWeb and the Business of Leasing Data
Plus! Facebook and Audio; Security Updates; Bad Bank; Inflation; Inflation (pt. 2)
Finance - Read this article
Cloudflare's Intelligent Design
Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
Tech - Read this article
Electrocloud!
Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
Tech