SPACs as a Call Option on Hype
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
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The Depressing Bull Thesis for Rocket Mortgage
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Lemonade's S-1: Solving the Market for Lemons
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Pexip, GDPR and the Economics of European Software Companies
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The Instagram Way
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Why Does "Commoditize the Complement" Work?
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Cropped tweets show why Instagram is winning
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