THE DIFFThe Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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The Theory Behind "The Stock's Not Acting Right"
Plus! Another Pandemic Policy Reversal; State-Driven [App] Development; Capital Structure Arbitrage; Russian MMT Update; Housing
FinanceVizio: Hardware to Software
Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
TechWar and Modern Monetary Theory
Plus! Rentier Nation?; Owning Link-in-Bio; Corn Politics; Big Tech Sees Like a State; Regulated Utilities as Traders
FinanceCan Subscription Travel Work?
Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back
FinanceThe Factorio Mindset
Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs
TechDaloopa: Data-to-Information Accelerant
Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
TechDanaher has a System
Plus! Short Sellers; DeFi Durability; Untact; Buybacks; Real Estate Repurposing
FinanceSoftbank's Dreams and Downside Protection
Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
FinanceBuybacks and the Complexity Discount Premium
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
FinanceiBuying is as Hard as it Looks
Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
FinanceGLG: Who Researches the Researchers?
Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis
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