The Diff - Longreads + Open Thread
Sign up now to get the full Diff experience. Next week, I'm doing a series on the "compounder graveyard," stocks that provided clockwork growth and relentless capital appreciation until, quite suddenly, they stopped. We'll look at what crippled GE, IBM's loss of dominance, what happened to H&R Block, and Coca-Cola's lost decade. (Coca-Cola, for whatever reason, had a lot of cultural cachet as a stock that went up a lot, and is name-checked as such in both a raunchy pop song and a Kurt Vonnegut novel.) Longreads
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What Happened in Texas
Friday, February 26, 2021
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
Three Bull Cases for Starlink
Friday, February 19, 2021
Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
Longreads + Open Thread
Saturday, February 13, 2021
Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth
An Airline IPO? In This Economy?
Saturday, February 13, 2021
Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
Longreads + Open Thread
Saturday, February 6, 2021
Uncertainty, Clearing, Marxists, War, Craziness
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