The Diff - Longreads + Open Thread
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You And Your Investment Research
Friday, July 30, 2021
Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
Longreads + Open Thread
Saturday, July 24, 2021
Spreadsheets, Piracy, Owning Data, GDP-Linked Bonds, Climate Catastrophe-Linked Bonds, Young Adult Fiction, Griddles, War, Fracking, Code
Taking Strategy Seriously
Friday, July 23, 2021
Plus! Errata, Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil; Recapitalized
Longreads + Open Thread
Saturday, July 17, 2021
Cybercrime, Publishing, Data, Mystery Seeds, Panic, Oil
Newsletters Can Move Markets
Friday, July 16, 2021
Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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