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Inflections in Finance and Tech

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Monday, 20 December 2021

1 piece
Crypto, DAOs and Economic IP Protection

Friday, 17 December 2021

1 piece
The Liberty Complex: Cash Flow Today, Taxes Eventually

Thursday, 16 December 2021

1 piece
Constellation: Scaling by Staying Small

Tuesday, 14 December 2021

1 piece
Roper: Capital Allocation by Formula

Monday, 13 December 2021

1 piece
Danaher has a System

Friday, 10 December 2021

1 piece
Drone Delivery: Accelerating to Inevitable

Thursday, 9 December 2021

1 piece
Shimano: What a Stable Durables Business Looks Like

Tuesday, 7 December 2021

1 piece
The NYT: Dead Trees and Disruption

Monday, 6 December 2021

1 piece
Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction

Friday, 3 December 2021

1 piece
BuzzFeed and the Platform Squeeze

Thursday, 2 December 2021

1 piece
The Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index Funds

Tuesday, 30 November 2021

1 piece
What Investors Got from the Last Big Climate Boom

Monday, 29 November 2021

1 piece
Liberty Braves Group: Betting With the House

Friday, 26 November 2021

1 piece
What Happened to all the Diamonds in the Rough?

Tuesday, 23 November 2021

1 piece
Peloton Doesn't Pattern-Match

Monday, 22 November 2021

1 piece
Samsara: The Internet of (Expensive) Things (With Wheels)

Friday, 19 November 2021

1 piece
Defensive Monopolies

Thursday, 18 November 2021

1 piece
Softbank's Dreams and Downside Protection

Tuesday, 16 November 2021

1 piece
Splitting Up

Monday, 15 November 2021

1 piece
On Jargon

Friday, 12 November 2021

1 piece
The Coming Carbon Short-Squeeze

Thursday, 11 November 2021

1 piece
Why Coolness-Aggregating Platforms Have Limited Pricing Power

Tuesday, 9 November 2021

1 piece
Are Persistently Low Rates Caused By... Persistently Low Rates?

Monday, 8 November 2021

1 piece
Buybacks and the Complexity Discount Premium

Friday, 5 November 2021

1 piece
The Promise and Paradox of Decentralization

Thursday, 4 November 2021

1 piece
iBuying is as Hard as it Looks

Tuesday, 2 November 2021

1 piece
NuBank: Cost Control and Banking the Underbanked

Monday, 1 November 2021

1 piece
Advertising and Strategic Consulting as the Asymptotes of Service Businesses

Friday, 29 October 2021

1 piece
What's a Ponzi Scheme? What Isn't?

Thursday, 28 October 2021

1 piece
Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy

Tuesday, 26 October 2021

2 pieces
Ports Trans-Pacific Flights are to Fiscal Policy as Swaps Lines are to Monetary Policy
Ports and Trans-Pacific Flights are to Fiscal Policy as Swaps Lines are to Monetary Policy

Monday, 25 October 2021

1 piece
What Do You Do With a Variant View?

Friday, 22 October 2021

1 piece
Blimps, Bots, and the Future of Cargo

Thursday, 21 October 2021

1 piece
GLG: Who Researches the Researchers?

Tuesday, 19 October 2021

1 piece
Gamestop Remains a Mystery

Monday, 18 October 2021

1 piece
Who Regulates Crypto, and How?

Friday, 15 October 2021

1 piece
FedEx: Two Bets on Network Effects

Thursday, 14 October 2021

1 piece
The Business of Micro Rental

Tuesday, 12 October 2021

1 piece
New Kinds of Funding Mean New Kinds of Managing
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