THE DIFFWhy Does the "Good Bank/Bad Bank" Model Work?
Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
FinanceAll topics
Explore the archive →Private Equity
Issues in this topic
CAC Moats and CAC Spirals
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
TechHand-Crafted Artisanal Liquidity Provision
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
FinanceCorrelations go to One, in Good Ways and Bad
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
FinanceTrustpilot and Brand Inflections
Plus! Recurring Revenue Isn't Easy; Selling Surplus; Private Equity; The China Model; Position Sizing
Company WriteupDemographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
FinanceWhat the Biggest, Best Bank is Seeing
Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
FinanceKeyword Studios: The Gaming Industry on Easy Mode
Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
FinanceCrypto, DAOs and Economic IP Protection
Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
FinanceThe NYT: Dead Trees and Disruption
Plus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software
MediaBuybacks and the Complexity Discount Premium
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
FinanceLearning a Little from Ponzi Schemes
Plus! Coinbase; Tiger and Turnover; The Finance Dialectic; The Hostile Amazon Bundle; Cybersecurity Updates
Finance