The Diff - Longreads + Open Thread
This is The Diff’s weekly roundup of longreads, books, and open questions. Feel free to drop in links and comments of interest to fellow readers. Longreads
Books
Open Thread
Reader FeedbackNate Meyvis has thoughts on how the concept of stop losses applies to poker, in response to this subscribers-only piece. When you're thinking about the optimal way to act with uncertain information—including uncertainty about both the state of the world in general and your relative skill at evaluating it—poker is an even denser source of metaphors than finance because there's less narrative bias to confuse things. A Word From Our SponsorsTegus is the first port of call for M&A professionals and institutional investors ramping up on an industry or company. Get access to a database of 35,000+ expert call transcripts, spanning 5+ years, or schedule expert calls through the platform for a fraction of the usual cost. When thousands of research analysts are pooling their expert calls into an on-demand database, using Tegus is table stakes. It's the leading platform for due diligence and primary research. See the power of a Tegus subscription, and get up to data parity with your competitors, with a two week free trial through the Diff. You’re a free subscriber to The Diff. For the full experience, become a paying subscriber. |
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A Taxonomy of Drawdowns
Tuesday, September 6, 2022
Plus! Watercooler Shows; Smart Thermostats; Substitutes and Complements; Monetization; Apple Ads; Diff Jobs
Longreads + Open Thread
Saturday, September 3, 2022
Fraud, Poop Music, Research, France, Athens/Jerusalem/Silicon Valley, Ireland
Turning non-tradables into tradables
Monday, August 29, 2022
Plus! Grills, Ads, Pricing, Drops, Movies, Diff Jobs
Longreads + Open Thread
Saturday, August 27, 2022
NEPA, FOIA, Xi, Cold Chain, China, Anglo Irish
Hand-Crafted Artisanal Liquidity Provision
Monday, August 22, 2022
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
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