THE DIFFSquare and Afterpay: Payments, not Credit
Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
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You And Your Investment Research
Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
FinanceNewsletters Can Move Markets
Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
TechAffirm, Returnly, and Balance Sheet Micromanagement
Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
TechTwo Big Tech Approaches to Capital Allocation
Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
TechBuilding Parallel Financial Systems
Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
FinanceCrypto as an Overheated Emerging Market
Plus! Rolling Blackouts, Floating Power Plants; Scalable Review Fraud; The Risk of Writing Options; Socially Responsible Hackers
TechUnderstanding Squarespace
Plus! Banks and More; More Space Supply Chains; Copy, Paste & Co.; Enterprise Audio; Omnichannel Guac
FinancePartial Deregulation as an Antipattern
Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
FinanceUnderstanding Archegos
Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
FinanceUnderstanding Coinbase
Plus! Security; Different Abstractions; Facebook Futurism; SPAC Apathy
Finance