Information is Cheap to Duplicate, but it's Hard to Control the Pace at Which it's Deleted
Plus! Laffer Curves;Two Kinds of Investment; Single-Family Rentals as a Maturing Asset Class; Standards; Pensions and Capital Efficiency
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Tech as a Margins Story with a Side of Growth
Unlock Premium to read this post →Plus! TikTok; Credit Suisse; Productivity: Not Just for Meta; Crises, Forward and Backward; Liquidity
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Should Meta Be Run for Cash Flow?
Unlock Premium to read this post →Plus! Fun While It Lasted; Sanctions; Fast Delivery Can Work (But Not If It Grows Too Fast); Price Discrimination; Assets and Liabilities
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The Memo and the Multiples
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When the world's top economic think tank was located in Redmond, Washington
Unlock Premium to read this post →Plus! Clubhouse and Clubhouses; Private Planes Go Public; More Decarbonization; Supply Chains as a Hostage Negotiation; Coasian Parliament