The 2x2 Inflation Debate
Plus! Valuementum; Quants and Lumber; Cheap Hacks; Tax Adjustment
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SimilarWeb and the Business of Leasing Data
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Truncating the Tails
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The Gun Company Payoff Matrix
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SoFi’s Hedge
Unlock Premium to read this post →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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Poshmark: The Low-Gini Nike
Unlock Premium to read this post →Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
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Patent Platforms
Unlock Premium to read this post →Plus! The New Strain; SolarWinds, Redux; Complements and Customer Lifetime Value; China and Reform; Google Union; More APIs for IRL
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An Investor's Framework for Thinking About Cybersecurity
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What's Happening in Logistics
Read this article →Plus! Infohazards, How The Grinchbots Steal Inflation, The Hack Expands, AR and the Physical/Digital Switch, Antitrust and Real Interest Rates
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The IPO Market: Too Expensive for Sellers
Unlock Premium to read this post →Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops