Collecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Cars Manufacture the Modern Middle Class
Read this article →Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
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Keeping Options Open: The Equity Compensation Story
Read this article →Plus! Prime Elasticity; Labor Arbitrage; Location Arbitrage; Legal Accessibility
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The Man Whose Bank of England Broke
Unlock Premium to read this post →Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities