The Gun Company Payoff Matrix
Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
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Poshmark: The Low-Gini Nike
Unlock Premium to read this post →Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
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Patent Platforms
Unlock Premium to read this post →Plus! The New Strain; SolarWinds, Redux; Complements and Customer Lifetime Value; China and Reform; Google Union; More APIs for IRL
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An Investor's Framework for Thinking About Cybersecurity
Unlock Premium to read this post →Plus! Relief; Credit Cards are for Credit; Credit Cards are for Credit; SPAC Shorts
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What's Happening in Logistics
Read this article →Plus! Infohazards, How The Grinchbots Steal Inflation, The Hack Expands, AR and the Physical/Digital Switch, Antitrust and Real Interest Rates
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The IPO Market: Too Expensive for Sellers
Unlock Premium to read this post →Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
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What If SPACs are a Shift, Not a Bubble?
Unlock Premium to read this post →Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
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Understanding Airbnb
Read this article →Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
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Meta Performance Indicators
Unlock Premium to read this post →Plus! Supply Chains, SMIC, Second Wave, Vacation Home Homes, Mission Focus, More...
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Big Tech at the End of History
Read this article →Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
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Big Cities Have a Comparative Disadvantage at Basic Services
Unlock Premium to read this post →Plus! Facebook and Moderation Politics, Carbon and Capex, Auditing China, Triangulating TikTok, Vaccine Diplomacy, more...
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SPACs as a Call Option on Hype
Read this article →Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...