THE DIFFUnderstanding Coinbase
Plus! Security; Different Abstractions; Facebook Futurism; SPAC Apathy
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Compounder Graveyard: Valeant’s Effort
Plus! Decarbonization; Streaming in India; Vegas; Copycat Economics; The Disney Platform
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Compounder Graveyard: Coca-Cola's Capital Misallocation
Plus! Gramscian Bitcoin Update; Browser Extension Economics; Credit Problems; Brick and Mortar Revival; A Hardware-as-a-Service IPO
Finance - Read this article
GE: Surfeit of Synergy
Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
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Disney's Pivot
Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
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Why A "Commodity Supercycle" is Unlikely
Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
Finance - Read this article
The Indelible Stamp of a Lowly Origin
Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
Finance - Read this article
An Airline IPO? In This Economy?
Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
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Oscar: Upstart Economics, Incumbent Risks
Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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Consumer Credit and the Strange Recovery
Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
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A Strange Cycle for Cyclical Stocks
Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
Finance