What Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
Plus! Drones; Distressed Distress in China; Buybacks; LNG
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Vizio: Hardware to Software
Unlock Premium to read this post →Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
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What's Happening in Tech Compensation?
Unlock Premium to read this post →Plus! Tax Arbitrage with Japanese Characteristics; YC's New Deal; Carrot-and-Stick Sarbox Reform; Ghost Flights; Rapid Restructuring
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The Liberty Complex: Cash Flow Today, Taxes Eventually
Read this article →Plus! Portal and Technology Prosthetics; Browsers as a Shopping Tool; BNPL Rules; John Kelly and YOLO Stocks; News Post-Trump
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Unlock Premium to read this post →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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Liberty Braves Group: Betting With the House
Unlock Premium to read this post →Plus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers
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Peloton Doesn't Pattern-Match
Unlock Premium to read this post →Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
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Advertising and Strategic Consulting as the Asymptotes of Service Businesses
Unlock Premium to read this post →Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
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What Do You Do With a Variant View?
Unlock Premium to read this post →Plus! Liquid Assets; Carbon and Gresham's Law; Fleets; Crypto and the Banks; Optimizing for Less Engagement
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Platforms, Taxes, and the 3D Laffer Curve
Unlock Premium to read this post →Plus! Intuit/Mailchimp; Litecoin/Walmart; Rezoning App Real Estate; Distribution; Channel Shifts
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Insurgency Economics
Unlock Premium to read this post →Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
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The Great Depression in a Major Key
Unlock Premium to read this post →Plus! Egress; Last-Foot Delivery; Shadow Banking; Great Quarter; Reducing the Variance in China Tech