Why 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
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Longreads + Open Thread
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How tax laws make the market downturn uniquely complicated for software engineers
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Optimal Fundraising in Times of Capital Scarcity
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Spotify and Using Ubiquity
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Railroad Deep Dive: Analyzing CSX
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
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What Flavors Sell?
Unlock Premium to read this post →Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
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Autocomplete is the Express Route to Local Maxima
Unlock Premium to read this post →Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
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How Much Internal Mobility is Too Much?
Sign up for free to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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The Theory Behind "The Stock's Not Acting Right"
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What Works in SaaS Pricing
Sign up for free to gain access →Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance