DiDi: Ridesharing on Day One
Plus! Identity; Deescalation; Inflation is Everywhere but the Bond Market Statistics; Privatization in South Africa; Protectionism
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Economic Policy for the Beginning of the End of the Pandemic
Unlock Premium to read this post →Plus! Amazon and the Middle Mile; Vaccine Updates; M&A Protectionism; Discretionary Quants; Uber’s Duration Extension; Apolitical Facebook
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Big Hit Entertainment: IPO as Price Discrimination
Unlock Premium to read this post →Plus! Tesla Goes Post-PR, H-1B Arbitrage, Trade Wars: US vs China or US vs Imports, More...
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Microsoft and the Triumph of Fixed Mindset
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Software, Full-Stack, and Sumo Startups
Read this article →Plus! Google Paying Publishers, Quant Crowding, Compare and Contrast, Stimulus for the Dead, Social Credit, more...