What Happened to all the Diamonds in the Rough?
Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
Plus! Fiscally Conservative by way of Socially Liberal; End of an Arbitrage; Record-Setting Bug Bounty; App Politics; More...
Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
Plus! Non-Strategic Acquisition, Strategic Non-Acquisition, More-Pigs-Backed Securities,Regulatory Risk Reversal, Closing the Remote Work Arbitrage, “What’s Wrong with Social Science”
Plus! Winners, Losers, Liquidity-Seekers; Colleges; Time To Build; Pension Bailouts, (Almost) Every Tech Company Becomes a Bank, more...